is first and foremost a service … a beautiful way of saying thank you to the people who make your organization’s work possible.
– Gordon M. Caswell, Founder
With 50 years of experience
raising billions of dollars and training thousands of staff for organizations of every size and kind …
We are the planned giving experts!
Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative marketing strategies designed to increase planned gifts to nonprofits. We’ve provided comprehensive planned giving solutions for over 50 years, helping our clients raise billions of dollars.
Our success is driven by the philosophy that planned giving is a donor‐centered discipline. The emphasis should be on building relationships and putting the BEST INTEREST OF YOUR DONOR & HIS OR HER FAMILY FIRST. Decades of experience have proven that this donor-centric approach is not only conducive to success, it is essential.
Whether your organization has a mature planned giving program or is just beginning to talk about one, we’ve been there … and we can help.
CZG creates highly nuanced legacy marketing that informs and inspires donors to take the critical step of creating an individual and/or family legacy that will last for generations to come.
Whether your organization has a mature planned giving program or is just beginning to talk about one, we’ve been there … and we can help.
Our service offerings include:
CZG creates highly nuanced legacy marketing that informs and inspires donors to take the critical step of creating an individual and/or family legacy that will last for generations to come.
Exclusive insight based on extensive primary research under real world conditions.
With more than 100 years of combined planned giving experience and an average CZG tenure over 13 years, our leadership team has no equal in planned gifts marketing. Our executive team is hands-on with every campaign and provides all training and consulting services directly. Our key account directors have first-hand experience in non-profit marketing roles and understand the unique challenges you face.
A regional division of a national human services organization partnered with CZG on a comprehensive planed gifts marketing outreach, with the goal of increasing across-the-board results. Four years into that partnership, program analysis revealed the following shifts in key metrics:
CZG worked with a leading national charity to achieve the following:
Welcome to our print portal created for you!
Here’s what everyone else will be talking about next month!
Results from a New Market Study by CZG (Part One in a Series). There is a lot being said these days about the beliefs, attitudes, and behaviors of senior donors around the use of electronic communication and digital engagement. At CZG, we decided to get the facts for ourselves by
Although it may seem counter-intuitive, given the distractions of COVID-19, ongoing political turmoil and social unrest, there are actually good reasons why now is the ideal time to cultivate and close planned gifts. In this article, we’ll explore some of the reasons why and suggest ways that your organization or
Background: It was 1999 when Paul G. Schervish and John J. Havens, researchers at the Boston College Center of Wealth and Philanthropy, first introduced their prediction of the coming tidal wave of intergenerational wealth transfer which would occur as Baby Boomers died and left behind unprecedented amounts of wealth to
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