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