Your summit recap

True Concord Voices and Orchestra's summit highlights

True Concord Voices and Orchestra joined us at the Summit. Discover key takeaways from multiple sessions and how your organization can leverage these strategies for impactful year-end fundraising.

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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 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

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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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 True Concord Voices and Orchestra 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."

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

"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."

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What's worked for others

From nonprofits tackling goals like yours

Planned Giving Suite

50+ Legacy Donors and Counting: How WGVU Public Media Transformed Its Giving Program with FreeWill

Planned Giving Suite

How FreeWill Helps Nonprofits Steward Anonymous Legacy Donors

Planned Giving Suite

Legacy In a Time of Need: How Connecticut Foodshare Raised $1.4M Through Planned Giving