Category donor
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, and the story a donor wants to leave behind. Yet most nonprofits approach planned giving through technical tools, legal mechanics, or…
From Trickle to Torrent: The Great Wealth Transfer has Begun
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…
Lead Generation for Planned Giving: Lessons from 33 Years in the Field
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…