Your summit recap

Processing Foundation summit insights

Processing Foundation joined the Summit to explore key strategies in donor engagement and year-end giving. Discover how the insights shared can enhance 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

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

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 Processing Foundation 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.

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.

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

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What's worked for others

From nonprofits tackling goals like yours

Planned Giving Suite

50+ Legacy Donors and Counting: How WGVU Public Media Transformed Its Giving Program with FreeWill

Planned Giving Suite

Legacy In a Time of Need: How Connecticut Foodshare Raised $1.4M Through Planned Giving

Planned Giving Suite

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