Your summit recap

Proxima Partners summit insights and strategies

Proxima Partners joined us at the Summit. Explore highlights from the sessions attended and discover practical ideas to enhance your organization’s year-end 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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World-Class Stewardship for December Donors

The donor relationship starts, not ends, when the year-end gift clears.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Proxima Partners 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.

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.

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What's worked for others

From nonprofits tackling goals like yours

Full Platform

"Cheerfully given” gifts: How the Center for Action and Contemplation raised $300K+ in bequest commitments and $120K+ in stocks and QCDs

Planned Giving Suite

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

Planned Giving Suite

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