CZG offers planned giving services for nonprofits of all sizes, but building fully custom programs for the nation’s largest organizations has been our foundation for over 30 years. You get direct access to senior strategists, comprehensive donor and marketing analytics, and support grounded in decades of experience working with planned giving teams of every size.
Fewer than 100,000 donors?
Legacy Builder is the place to start.
We’ve Supported Planned Giving at America’s Top Charities
What We Deliver
Data-driven Strategy
We ground recommendations in real time and historical data. Tools like our gift study and donor analytics engine help identify real opportunities based on verifiable evidence.
Our Team is Your Team
With a dedicated team and single point of contact, you’ll know just who to call when you need help. Your team gets a trusted guide to help build realistic, effective plans.
Integrated Solutions
We create consistent and effective outreach across print, digital, web, and social to reach your donors with the right message at the right time, through the right channel.
Staff Development and Coaching
Your team’s confidence and consistency matter. We train staff on lead qualification, follow-up, donor cultivation, closing and stewardship.
Program Growth & Process Optimization
We help you clarify priorities, recognize untapped potential in your program, and improve processes to support sustainable, scalable growth.
Pipeline Expansion & Donor Engagement
Learn the secrets to increase qualified leads, boost gift conversations, and strengthen donor engagement across campaigns and channels.
How Clients Use CZG
For more than three decades, the nation’s most respected nonprofits have partnered with CZG for strategic insight that turns donor data into meaningful action. Our clients know their planned giving strategy is backed by deep expertise, actionable analytics, and solutions that drive real program advancement.
Why It Works
Custom solutions work best when they are built around your goals and real‑world constraints. At CZG, we build solutions on your foundation from the ground up.
We start by learning how your organization truly operates, including your mission, your donor environment, and your internal capacity. From there, we design systems and campaigns that are practical, scalable, and aligned with how your team actually works.
We go beyond recommendations to help you put ideas into action. By building solutions that fit your donors and your staff, we reduce complexity, increase clarity, and support sustainable growth over time.
How Well Does It Work?
Click on a Case Study below to see real client results.
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%.
Ready to get started?
Schedule a 30-minute, no-obligation discovery call today.