Your summit recap

OaklandFamilyServices.org summit insights

OaklandFamilyServices.org joined the Summit to engage with multiple sessions. Discover key takeaways and strategies that can support your organization's fundraising success.

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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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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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Just for you

A few sessions we think your team would enjoy

Must-Use Practices for Conversations With Major Donors at End-of-Year

Year-end is a relationship moment, not just a solicitation moment — the strongest asks come from confident, trust-first conversations.

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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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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Oakland Family Services 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.

FreeWill partners get a dedicated strategist, tested campaign content, and tools that make giving simple, whether that's a will, stock, or a QCD.

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.

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What's worked for others

From nonprofits tackling goals like yours

Featureships

How Volunteers of America reached new donors on FreeWill to raise $4.2M+ in primary bequest commitments

Planned Giving Suite

How Rocky Mountain Equality boosts legacy giving and offers security to supporters with FreeWill

Featureships

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