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Planned Giving Marketing is the New Black

September 30 @ 2:00 pm - 3:00 pm

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Marketing for gift planning is the new thing, and you need to make sure your organization gets a piece of the pie. Join two of the nation’s leading gift planning marketers to learn how you can stop hoping and waiting… and fire up your marketing efforts to secure more legacy gift commitments. Our panel will also include a successful nonprofit gift planner sharing case studies of her successful efforts.

Learning Outcomes:

  • Learn what’s working and not working for planned giving marketing
  • Gain new ideas for your gift planning program that you can implement immediately
  • Learn why content matters and how to improve your messaging


Phyllis Freedman
Phyllis Freedman

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 of 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

Charlotte Meyer
Charlotte Meyer
Director of Gift Planning
Ocean Conservancy

Charlotte Meyer is the Director of Gift Planning at Ocean Conservancy, a national environmental nonprofit in Washington, DC that strives to be the world’s foremost advocate for the ocean. Her 30 years of service in the nonprofit sector includes 11 years of experience in charitable gift planning and 19 years in major gifts and general development with a particular emphasis on donor relations and stewardship. Most of her years of service have been with Ocean Conservancy. She also served as Director of Development for the Institute for Justice and as a Major Gift Officer for the Central Arizona Chapter of the American Red Cross. Mrs. Meyer earned her B.A. in Political Science from American University. She is a member of the National Capital Gift Planning Council and the Partnership of Philanthropic Planning.

Kathy Swayze
Kathy Swayze
President and Creative Director
Impact Communications

Kathy Swayze is President and Creative Director of Impact Communications—a creative communications agency—which she founded 18 years ago. She is a leading proponent of nonprofit storytelling with more than 25 years’ experience in direct marketing and fundraising. She and her team at Impact Communications have helped hundreds of organizations improve their storytelling and attract more resources for their work. Kathy is active in the Direct Marketing Association of Washington and is the past President of the Association of Fundraising Professionals, Washington DC Chapter. She was honored as the 2012 Outstanding Fundraising Professional at National Capital Philanthropy Day. Read her blog, full of practical fundraising tips, at

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September 30
2:00 pm - 3:00 pm
Event Category:




Direct Marketing Association