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...

April 26, 2014

It was wonderful to visit with all the wonderful AFP members in Charleston, where Claire Meyerhoff presented her "Coffee Time Planned Giving" workshop.  Thanks to all the members of the Lowcountry Chapter who attended the breakfast session at Porter-Gaud School (what a...

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...

February 6, 2014

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 Mar...

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