How to Achieve Planned Giving Success Online: Real World Examples That Will Get You Excited About Your Program’s Potential

In this presentation, SmartGiving President, Phyllis Freedman, covers everything you need to know about how you can attain success online. She uses real-world examples and in-depth research to showcase actionable ideas.

Grab a pen and a pad! You’re going to need it.

Here’s what you’ll learn:

  • Why you should be conducting planned giving lead generation, gift closing and stewardship activities online
  • How you can cost-effectively do so

Access this webinar now by completing the form to your right!

About the Presenter:

MarketSmart CEO

Phyllis Freedman is President of SmartGiving, a consultancy providing planned giving marketing advice and counsel to organizations such as City of Hope, Ocean Conservancy, and Human Rights Campaign.

Previously, Phyllis was Managing Director of Epsilon’s nonprofit group. She also served as Associate Executive Director of Paralyzed Veterans of America and as Vice President, Marketing & Development for Special Olympics International.

Phyllis is on the Board of the National Capitol Gift Planning Council and Chaired Planned Giving Days 2013. She is a frequent speaker on the intersection of planned giving, stewardship, and direct marketing. Phyllis is “The Planned Giving Blogger.”

You can read or sign up for her posts at

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