Your summit recap

Guidance Carolina's Summit day in review

Guidance Carolina joined us at the Summit. Discover valuable insights from multiple sessions attended and learn how your organization can enhance year-end giving strategies.

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What your team caught at Summit

Here are the top sessions you or your team attended

4 Steps to Reverse the Small-Dollar Donor Decline

Retention beats acquisition — re-engaging donors before they drift away is the real fix for the small-dollar decline.

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Using Your Data to Build an AI-Powered Plan

AI can save real time on the busywork, if you protect the face-to-face moments that actually build donor relationships.

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Just for you

A few sessions we think your team would enjoy

How to Unlock Wealth-Based Giving at Year-End

Most donor wealth sits outside checking accounts — that's the untapped opportunity nonprofits miss by asking for cash only.

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The DAF Opportunity: Winning Donor-Advised Fund Gifts at Year-End

DAFs are one of the biggest underused channels in philanthropy — and year-end is when to unlock them.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Guidance Carolina attended, we've pulled together a few ways to keep the momentum going.

FreeWill's Auto-Stewardship acknowledges and engages your bequest donors at scale with timely, customized emails sent on your behalf, no extra work for your team.

The average stock gift through FreeWill runs about $10,400, against roughly $100 for an average cash gift. Same donors, a very different number when they give a different way.

FreeWill partners get a dedicated strategist and a tested year-end campaign structure, so your team isn't building the plan from scratch.

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What's worked for others

From nonprofits tackling goals like yours

Featureships

Achieving breakthroughs in planned giving: Cancer Research Institute’s success with FreeWill

Smart Giving Suite

How Cure Blindness Project actively promotes non-cash giving and raised over $700K with FreeWill

Full Platform

How the American Heart Association raises tax-smart gifts today and secures millions for the future with FreeWill