Planned giving is not a transaction — it’s a deeply personal decision shaped by identity, relationships, fears, hopes, values, and the story a donor wants to leave behind. Yet most nonprofits approach planned giving through technical tools, legal mechanics, or…
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…
For more than three decades, I’ve had the privilege of helping nonprofit organizations across the country generate qualified leads for planned gifts. Over that time, Caswell Zachry Grizzard has mailed millions of mail packages, conducted every type of test and…