Hearts or Minds?

Last week was Planned Giving Days, hosted by the National Capitol Gift Planning Council, and, as usual, it was an excellent opportunity to learn from a wonderful group of speakers and attendees. One presentation prompted an animated follow-up conversation.  “From Suspect to Prospect to Closing the Deal.” The speaker described her organization’s process of lead […]

About the Author

I always wondered why somebody didn’t do something about that. Then I realized I was somebody.
– Lily Tomlin

That’s why I’m writing this blog. Because in the world of planned giving I have always wondered why we do certain things certain ways. More importantly, I’ve often wondered why we don’t do certain things. This blog is about planned giving marketing and is for people who are working to change the world by encouraging legacy gifts.

My blog posts are based on my experience as a development professional and planned giving marketing consultant to nonprofit organizations through my company, SmartGiving (www.smart-giving.com).

Prior to launching SmartGiving, I was Managing Director of Epsilon’s nonprofit group. In the early years of my career, I served as Director of Development and subsequently Associate Executive Director of Paralyzed Veterans of America and as Vice President, Marketing & Development for Special Olympics International.

I’m on the Board of the National Capitol Gift Planning Council and am regularly invited to speak on planned giving marketing and stewardship.

When I’m not working, which is rare, I love to travel to the world (the more exotic destination the better) and I love to cook.

I welcome your comments and input.  Feel free to e-mail me at pfreedman@smart-giving.com or call me at (202)265-1910.

22 Phyllis Freedman is an independent fundraising consultant specializing in gift planning marketing and the intersection of gift planning and direct marketing. During her 30-year career in nonprofit fundraising, Phyllis has consulted on gift planning, direct marketing and strategic fundraising for organizations large and small, national and local. She has also held key positions in nonprofit management and fundraising, helping organizations operate and raise money more effectively and efficiently.