Your summit recap

Santa Clara University Summit highlights

Santa Clara University joined us at the Summit. Discover key insights from the sessions attended and learn how your organization can leverage these strategies effectively.

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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

World-Class Stewardship for December Donors

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

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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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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Santa Clara University 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.

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.

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

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

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

Planned Giving Suite

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