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...

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...

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!


March 9, 2015

(This post was originally published on Kivi's Nonprofit Communication's Blog)

In horror movies, lots of scary people look perfectly normal at first. They have a slight evil glint in their eye, but for the most part, present themselves as upstanding members of the commun...

February 18, 2015

It's ridiculously easy to stay connected these days, but if we met at a conference, one of our speaking engagements or AFP meeting & didn't swap cards -- just send us a LinkedIn invite so we can keep in touch.

Claire Meyerhoff's LinkedIn is here.

Diana Grosz's LinkedIn i...

October 23, 2014

Follow The Planned Giving Agency on Twitter. Click on the bird or find us @ClaireSez 

April 23, 2014

Later this week, The PG Agency's Claire Meyerhoff will be speaking to AFP South Carolina Lowcountry Chapter's monthly breakfast. Claire will bring her popular "Coffee Time Planned Giving" workshop. This is a perfect session for fundraisers who don't have a lot of time...

March 9, 2014

Are you looking for inspiration ? Welcome to the place for ideas, friendly advice and a bit of much-needed inspiration. It's The Blog for The Planned Giving Agency. Stay tuned!

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