Your summit recap

UCSB Foundation Summit insights

UCSB Foundation joined us at the Summit. Discover key takeaways from multiple sessions attended and explore strategies to enhance your fundraising efforts.

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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 Uc Santa Barbara 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.

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.

FreeWill partners get a dedicated strategist, tested campaign content, and tools that make giving simple, whether that's a will, stock, or a QCD.

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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

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

Planned Giving Suite

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