Your summit recap

Road Scholar's personalized Summit highlights

Your team participated in several sessions at the Summit. Discover key takeaways and strategies below 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

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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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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Just for you

A few sessions we think your team would enjoy

The Types of Gifts That Matter Most in 2026

Tax law changes and shifting donor preferences mean the gifts driving growth this year aren't the ones you'd expect.

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The Ideal Year-End Playbook for Organizations of Different Sizes

There's no single blueprint for year-end success, but proven approaches scale to fit your team's size and resources.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Road Scholar 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.

William, FreeWill's AI writing tool for nonprofit fundraisers, turns a blank page into a first draft of an appeal, thank-you note, or social post in minutes — built to write in your organization's own voice.

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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

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