Your summit recap

Oklahoma Policy Institute's Summit highlights

Your team participated in several Summit sessions focused on donor engagement and year-end giving strategies. Discover key takeaways and practical advice to support your organization's fundraising efforts.

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What your team caught at Summit

Here are the top sessions you or your team attended

Maximize Your Charity Navigator Score Before Giving Season

Donors check your Charity Navigator profile before they give, so a stronger score builds trust before the ask ever happens.

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Finding Untapped Major Giving Potential Within Your Existing Donor Base

Your existing donor base already has stock, DAF, and crypto capacity — the potential is there, you just haven't asked yet.

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Just for you

A few sessions we think your team would enjoy

How Blended Gifts Can Become Your Very Largest Donations

Pairing a current gift with a planned one can turn a modest ask into a donor's single largest gift.

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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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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Oklahoma Policy Institute attended, we've pulled together a few ways to keep the momentum going.

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.

A FreeWill Featureship puts your nonprofit in front of thousands of people making a will each month — a direct way to reach donors you haven't met yet.

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What's worked for others

From nonprofits tackling goals like yours

Planned Giving Suite

How the YWCA USA raised over $8M in legacy gifts through a partnership with FreeWill

Planned Giving Suite

How Pierce County Library Foundation promotes community literacy and invests in planned giving with FreeWill

Planned Giving Suite

Over $2M raised:
Grace Family Church enhances stewardship with FreeWill’s Suite of Tools