The Planned Giving Blogger

The art and science of planned giving.


with 2 comments

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

freedman-photo1That’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.

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.


Written by Phyllis Freedman

April 23, 2009 at 10:22 pm

2 Responses

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  1. Hi Phyllis,

    I’m looking for any real-world experience in the best practices of counting planned gifts during comprehensive campaigns. This can be 50%+ of major drives and a topic that screams for more dialogue and guidance.


    Jim Roehm, Gift Planner, CFRE
    The Preservation Society of Newport County
    Newport, Rhode Island

    Jim Roehm

    February 22, 2010 at 2:02 pm

    • Hi Jim

      I can only relate my personal experience. The University of Texas at Austin has a Campaign for Texas underway. If the planned giving donor is or will be age 60 by August 31, 2014, the close of the campaign, then the legacy gift counts toward the campaign. I am trying to get the policy and will be happy to share with you if I am successful. I’ll also pose a question on the gift-pl list-serve of the PPP and will summarize the responses in an upcoming post. Thanks for suggesting this topic. It’s an interesting question.


      Phyllis Freedman

      February 22, 2010 at 7:33 pm

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