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Caswell Zachry Grizzard is a nationally recognized planned giving services agency specializing in the identification and cultivation of planned gifts.

CZG has provided comprehensive planned giving solutions to the nonprofit community for over 40 years, assisting clients in raising over 2 billion dollars. CZG has also had the privelege of training over 16,000 development executives, gift officers, attorneys, CPAs, trust officers and other professionals in the field of planned giving.

CZG is available to…

  • Develop and implement comprehensive marketing campaigns, including direct mail, advertising and electronic communications,
  • Identify appropriate audiences,
  • Arrange telephone 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
CZG’s lead generation programs are the most productive in the country, helping nonprofit organizations realize the greatest possible return on investment. Our clients range from the nation’s largest and best-known charities to small local agencies. Review a few case studies in our portfolio to learn more.

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