planned

giving

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!

We Get This!

marketing campaigns | analytics | research | training

Caswell Zachry Grizzard (CZG) is America’s premier resource for innovative marketing strategies designed to increase planned & major 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.

Our Formula for Success

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:

  • Multi-channel marketing programs that effectively allocate resources across direct mail, digital communications (both inbound and outbound, as well as social media) and print advertising.
  • Recommendations based on our own primary research under real world conditions.
  • Targeted communications based on over 50 years spent studying the attitudes, perceptions, and behaviors of planned gift donors to charities of all types and sizes.
  • Planned and legacy gift programs that actually enhance current revenue streams while providing financial security for the future of your organization.
  • Enhancing your ability to leverage the power of the professional advisor community on behalf of your mission.
  • Training for staff and leadership which translates directly into success. We don’t teach planned giving theory. We teach you how to guide donors to a place where they literally “sell themselves” on a commitment to your organization’s future, and to their own personal legacy.
  • Using donor stewardship as a way of increasing average gift size by as much as 100%.

Our Formula for Success

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.

Multi-channel marketing programs, including direct mail campaigns, digital outreach, and print ads.

Exclusive insight based on extensive primary research under real world conditions.

Access to 50 years of data on the attitudes, perceptions, and behaviors of planned gift donors.
Planned and legacy gift programs that enhance current revenue streams and secure future revenue.
Custom, practical training that directly improves performance – NOT planned giving theory.
Leverage the power of the professional advisor community with exclusive, focus-group inspired strategies.

This Team Knows Their Stuff!

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.

Hank Zachry Headshot BW

Hank Zachry
President

Jeremy Skinner Headshot BW

Jeremy Skinner
Executive VP

Audie Garrote Headshot BW

Audie Garrote
National Account Director

Sheryl Slagle Headshot BW

Sheryl Slagle
Regional Account Director

Aaron Taylor Headshot BW

Aaron Taylor
Senior Data Analyst

What Our Clients Have to Say ...

These Case Studies are Amazing!

Increasing ROI

After allowing CZG to implement a comprehensive program, one regional division of a national disaster services organization made a comparison between planned gift results for the five years before partnering with CZG and the five years after. The previous 5 years were spent working with another agency.

Direct Marketing Impact

A recent examination of planned gift lead generation mailings for several national CZG clients has revealed significantly increased return on investment through increasing the mail universe for planned gift promotions.

Key Program Metrics

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:

Improving Planned and Major Gift Marketing

CZG worked with a leading national charity to achieve the following:

  • Develop and implement a comprehensive planned gifts marketing program
  • Examine multiple marketing mediums for optimum

Charitable Gift Annuity Marketing

A frequent concern when an organization ramps up planned gifts marketing is what the effect of communicating with donors about planned gifts will have on annual fund cash giving. If donors are considering some type of a deferred gift, will they be less likely to respond to requests for immediate support?

We Make Printing Easy

Welcome to our print portal created for you!

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Longer than a Lifetime Booklet Cover
The Win Win Solution Brochure Cover

World Class Marketing for Every Organization

At CZG, we have a history of working with the largest charitable organizations on a national scale where we generate thousands of high-quality planned giving leads every year. Now, we’re proud to introduce Bequest 360, a planned giving program developed specifically for smaller, regional charities because your mission is important, too. Bequest 360 includes multiple program options with contract terms as short as 3 months. From just strategy and marketing all the way to bringing you closed gifts, we have a solution for all of your planned giving needs. If you have 25,000 or more active donors, contact us today to learn more.

Stay One Step Ahead ...
Read Our Weekly Blog

Here’s what everyone else will be talking about next month!

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Senior Couple on tablet while having coffee

The Truth About Senior Donors and Digital Marketing

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

Read More »

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CZG US Dot Map Dallas

Located in Dallas, serving the nation.

6301 Gaston Ave. | Dallas, TX 75214

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