Your summit recap

St Vincent de Paul Society Dayton Summit insights

St Vincent de Paul Society Dayton joined the Summit. Discover key takeaways from multiple sessions and how your organization can leverage these strategies for impactful donor engagement.

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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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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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Just for you

A few sessions we think your team would enjoy

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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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 St Vincent de Paul Social Services 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.

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

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