Category agency

Too many nonprofits view planned gifts marketing through an annual fund lens. They hand the responsibility to an internal marketing team or fundraising partner, write “Don’t Forget to Include Us in Your Will,” send it to the usual suspects, and…

Gordon M. Caswell stands as one of the foundational figures of modern planned giving in the United States. His career blended technical mastery, donor‑centered philosophy, and a visionary understanding of how philanthropy could be expanded through intentional, relationship‑driven legacy planning.…