Planned Giving Solutions That Work
Americans give $125 million to charity every day through charitable bequests. How much does your organization receive?
We Are the Planned Giving Experts
CZG has delivered comprehensive planned giving solutions for more than 50 years.
Strategy
Access more than 50 years of data on the attitudes, perceptions, and behaviors of planned gift donors.
Analytics
Receive comprehensive insight into your program and discover new and overlooked opportunities for growth.
Marketing
Deploy multi-channel marketing programs and websites that educate, inspire, and activate your donor base.
Donor Modeling
Our comprehensive analytics engine can help you understand your donors’ behavior, preferences, and potential.
Coaching
Get structured support for program audits, strategy, and planning designed to deliver clear outcomes and actionable recommendations.
Training
Our sessions build confidence and capacity around planned giving fundamentals and donor engagement and stewardship.
Not sure where to begin?
Complete a short survey about your organization, and you’ll be redirected to the section of our site that’s best for you.
Real Success Stories
Navigate the bar below to see how we’ve raised the bar by providing planned giving solutions for organizations of every type and size.
Planned Gift Income 5 Years Before and After Initiating a CZG Marketing Program
| Gift Type | % Change |
|---|---|
| Bequests | ▲ 159% |
| Charitable Gift Annuity Income | ▲ 547% |
| Charitable Gift Annuity Contracts | ▲ 500% |
| Planned Gift Society Membership | ▲ 1077% |
| Charitable Remainder Trusts | ▲ 4146% |
| Stock Donations | ▲ 100% |
After allowing CZG to implement a comprehensive program, one 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 program with CZG included four to five mailings annually. The audience for each mailing was selected using CZG’s prospect modeling research algorithms. In addition to these results, the organization’s planned giving program was honored with an award for excellence in planned gifts development by a respected industry association.
Exponential Change in Key Performance Metrics 4 Years After Partnering with CZG
A regional division of a national human services organization partnered with CZG on a comprehensive planned giving program. Components included multi-channel marketing, direct mail, and staff training. Four years into the partnership, program analysis revealed exponential increases in key metrics.
Increasing Planned Giving Mail Volume Increases Response Rates AND Return on Investment
A recent examination of planned giving lead generation mailings for several CZG clients revealed significant and enhanced ROI by increasing the mail universe.
The following example represents charitable gift annuity mailings developed by Caswell Zachry Grizzard for one national healthcare organization at twice their historic rate of file penetration.
Doubling the volume of charitable gift annuity promotions nationwide has not only increased the rate of response, but the organization has experienced a corresponding increase in return on investment of 150%.
Comprehensive Planned Gifts Marketing Program Increases Leads by over 100% in Just 18 Months
CZG worked with a leading national charity to develop and implement a comprehensive marketing program. In the 18 months following the implementation of the program:
- Average response rates for all planned giving mail projects increased 109%.
- The average response rate for CGA mail projects increased 26%.
- Response rates for a new, custom gifts lead generation newsletter increased 80% over the prior lead generation newsletter.
The organization later tested the newsletter developed by CZG against another agency’s product. The result: CZG’s custom lead generation newsletter generated a 660% higher response rate.
Planned Gifts Marketing Increases Cash Giving
CZG conducted a 10 year study for a well-known national charity just beginning a full-scale planned gifts marketing program. Cash giving by long-term donors who had been selected to receive planned giving mailings was carefully analyzed for the 5 years before the planned gifts marketing began. These figures were then compared to cash gifts made by the same donors over the 5 years following the introduction of planned gifts marketing.
Donors gave an average of 27% more cash in the 5 years after they began receiving the planned gift mailings.
After completing the study, it was also discovered that donors who made a planned gift commitment under the program increased their cash giving by over 50%.
News and Resources
Stay up to date on the latest news and trends.
The Value of Planned Giving Specialists
Too many nonprofits view planned gifts marketing through an annual fund lens. They hand the responsibility to an internal…
Trends in Testamentary Giving in the U.S.
Testamentary giving in the United States is undergoing a structural shift driven by demographic change, the rise of retirement‑based…
How Donor Psychology, Emotion, and Life-Planning Realities Shape Legacy Giving
Planned giving is not a transaction — it’s a deeply personal decision shaped by identity, relationships, fears, hopes, values,…
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