Your summit recap

The Mosaic Foundation's Summit insights

The Mosaic Foundation joined us at the Summit. Explore insights from the sessions attended and discover how your organization can apply these strategies to enhance year-end fundraising.

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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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Using Your Data to Build an AI-Powered Plan

AI can save real time on the busywork, if you protect the face-to-face moments that actually build donor relationships.

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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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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 The Mosaic Foundation 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

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 FreeWill Helps Nonprofits Steward Anonymous Legacy Donors