Your summit recap

Phillips Academy's Summit insights

Phillips Academy joined us at the Summit. Discover key takeaways from multiple sessions and how your organization might apply these 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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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 Phillips Academy 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.

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 City College of New York raised $3.1M in commitments with FreeWill’s Planned and Smart Giving Suites

Planned Giving Suite

Securing promising futures with planned giving: Elon University’s success with FreeWill’s Planned Giving Suite

Planned Giving Suite

How Jax State Leveraged the FreeWill Planned Giving Suite & Microsite to Secure $250K In New Legacy Commitments