September 16, 2016


We're pleased to share the news that after freelancing and subcontracting with the large planned giving firms, we're now an official FIRM ourselves (hence the LLC). 

Most people refer to our type of business as a "boutique" agency, and that's what we...

August 19, 2016

The man behind the microphone is Tony Martignetti -- host of the NYC-based Nonprofit Radio show bearing his name. Congratulations on your 300th show, Tony!  The

July 28, 2016

The Planned Giving Agency is back in NYC, working with The New York Community Trust.  Our Claire Meyerhoff  is spending the day with The Trust's marketing and communications team led by Dave Marcus. They're going over messaging and philanthropy communications strategie...

July 13, 2016

Your (letter from the) Director needs a facelift.  If you work for a nonprofit, you know what I'm talking about.  It's that page in your nonprofit's newsletter (or worse -- the FRONT page) with a bland headline like "Message from the Director." Kivi Leroux Miller of...

January 1, 2016

Happy New Year -- and with that, The Planned Giving Agency is featured in Fired Up Fundraising's Top Fundraising Strategies for 2016. Fired Up Fundraising's Gail Perry asked us -- "So...what is your NUMBER ONE strategy you can share with all nonprofits for 2016?

Our ans...

October 31, 2015

Happy Halloween!

If you work for a nonprofit you've probably seen some pretty scary stuff!  One of the scariest things I've seen? A draft "bequest letter" that had been circulating around the office for a YEAR before I started consulting with the organization. They'd ma...

August 21, 2015

Thanks to everyone who attended Claire's session in Greensboro, NC -- it was a packed house!

Her "Marketing Makeover" workshop is always very popular and thankfully, there were enough chairs for all.

One attendee who thanked Claire at the end said, "thank you for adding...

July 25, 2015

Would you like some tips about making over your nonprofit marketing? 

The Planned Giving Agency's Claire Meyerhoff is bringing her "Marketing Makeover" workshop to the North Carolina Philanthropy Conference in Greensboro, NC on August 20th.  Hope to see you there!


July 1, 2015

Are you a small shop and need some great ideas to help with your bequest marketing outreach?  Simply "tune in" to our favorite radio show all about nonprofits.  Thanks to host Tony Martignetti for inviting The Planned Giving Agency to be on his fabulous show. Hope you...

May 30, 2015

One of the many wonderful offerings of The Chronicle of Philanthropy is the Fundraising Fundamentals podcast.  

Each episode focuses on smart, practical aspects of fundraising --super helpful to new fundraisers and also a lot of great content for more seasoned pros.


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