What We Do

CZG creates and implements smart legacy marketing to inform and inspire your potential legacy donors.

  • Develop and implement comprehensive marketing campaigns, including direct mail, print advertising, and digital communications
  • Analyze program results at all levels for continuous improvement
  • Create and evaluate metrics for optimal program performance – such as lead quality
  • Identify your ideal target audience
  • Facilitate phone and focus group research for constituents and the professional advisor community
  • Create custom fulfillment libraries and other support resources
  • Train staff and representatives on all levels — from planned giving basics to advanced relationship building.


Caswell Zachry Grizzard proudly develops successful marketing programs and materials for local, regional, and national nonprofits each year. Contact us to learn how you can increase the return on investment from your marketing dollars.

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