Your summit recap

Sustainable San Mateo County's Summit insights

Sustainable San Mateo County joined us at the Summit. Explore key takeaways from multiple sessions and discover how your organization can enhance year-end fundraising strategies.

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What your team caught at Summit

Here are the top sessions you or your team attended

Finding Untapped Major Giving Potential Within Your Existing Donor Base

Your existing donor base already has stock, DAF, and crypto capacity — the potential is there, you just haven't asked yet.

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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 Sustainable San Mateo County 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.

Donors trust a simple, professional way to give — whether that's a will, a stock gift, or a QCD — and FreeWill makes that easy to offer.

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

$430K in Legacy Gifts: How WYCF is Future-Proofing Wyoming with FreeWill

Planned Giving Suite

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

Planned Giving Suite

How Pierce County Library Foundation promotes community literacy and invests in planned giving with FreeWill