Your summit recap

YMCA of Greater Charlotte summit highlights

Your team participated in several sessions at the Summit. Discover key takeaways and strategies to enhance your organization's fundraising approach in the recap below.

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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

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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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 YMCA of Greater Charlotte 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.

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

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

Smart Giving Suite

How Cure Blindness Project actively promotes non-cash giving and raised over $700K with FreeWill