Your summit recap

Samaritan House – San Mateo summit insights

Your team joined us at the Summit and engaged in several sessions focused on year-end giving strategies. Discover key takeaways and practical recommendations to enhance your fundraising efforts.

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What your team caught at Summit

Here are the top sessions you or your team attended

The DAF Opportunity: Winning Donor-Advised Fund Gifts at Year-End

DAFs are one of the biggest underused channels in philanthropy — and year-end is when to unlock them.

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How to Turn December Donors Into Year-Round Supporters Through Monthly Giving

December is the moment to convert one-time year-end gifts into a recurring, year-round donor base.

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Just for you

A few sessions we think your team would enjoy

World-Class Stewardship for December Donors

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

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Year-End Email Blueprint: Every Message You Need to Send Before Dec 31

The right message at the right moment — not more emails — is what builds a complete, high-performing year-end email calendar.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Samaritan House 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.

FreeWill partners get a dedicated strategist and a tested year-end campaign structure, so your team isn't building the plan from scratch.

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What's worked for others

From nonprofits tackling goals like yours

Featureships

How Volunteers of America reached new donors on FreeWill to raise $4.2M+ in primary bequest commitments

Planned Giving Suite

How Rocky Mountain Equality boosts legacy giving and offers security to supporters with FreeWill

Planned Giving Suite

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