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…
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…
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.…