Welcome! 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 are, since the definition of "boutique" is offering a specialized selection of services. We offer truly unique and forward-thinking solutions to help nonprofit organizations with their planned giving /philanthropy marketi

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. The most recent episode featured The Planned Giving Agency's Claire Meyerhoff as a guest, and she talked about Simple ways to boost planned giving -- focusing on going "back to basics" with your planned giving outre

Are you a busy fundraiser? Don't think you have time for planned giving? Well...if you have an hour a week for a cup of coffee, then you DO have time to focus on marketing bequests and other deferred gifts to your supporters! The Planned Giving Agency's Claire Meyerhoff just got back from Pittsburgh, Pennsylvania where she presented her "Coffee Time Planned Giving Workshop" to a packed room at the AFP of Western Pennsylvania's conference -- in conjunction with the fine peopl

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 is here. Thank you! #ClaireMeyerhoff #DianaGrosz

We love this! In 2015, top fundraising expert and author Gail Perry is encouraging nonprofit leaders to INVEST in planned gifts as "one of the most profitable places to spend your resources of time, energy and money." Read more in her article here where she mentions that The Planned Giving Agency is "one of the freshest voices in planned giving today." Always nice to hear something nice : ) #ClaireMeyerhoff

The Planned Giving Agency is a proud contributor to the most awesome radio show for nonprofit people. It's called Tony Martignetti Nonprofit Radio, produced weekly in New York City and featuring the biggest names in the nonprofit world. The show's host is Tony Martignetti, a highly regarded Planned Giving specialist (and attorney) but his show goes way beyond bequests! Board relations, fundraising, volunteer management, technology, social media. It's a great show! Top names

Here at The Planned Giving Agency, one of our main missions is to spread the word about how easy it is for ANY nonprofit organization to promote bequests and other planned gifts to their donors. And we try to keep it FRESH. We were recently a featured guest on The Insiders series (FiredUp Fundraising). The topic? Five Easy Things you can do TODAY to bring in more planned gifts tomorrow... One attendee later commented, "I loved the FRESH way you presented some traditional ide

New Year and a new blog! Look for some great content in the weeks to come. In 2013, we blogged for several other great nonprofit sites. Here's one of our favorites.... Encourage Planned Gifts by Telling a Bequest Story Hope you have a peaceful and prosperous year! #ClaireMeyerhoff #plannedgivingmarketing