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Ready to get growing?

Ready to get growing?Ready to get growing?Ready to get growing?

Your donors will make their 

BEST GIFT EVER 

with help from the 

Planned Giving Agency


LEARN MORE

The Planned Giving Agency, LLC

Ready to get growing?

Ready to get growing?Ready to get growing?Ready to get growing?

Your donors will make their 

BEST GIFT EVER 

with help from the 

Planned Giving Agency


LEARN MORE

The Planned Giving Agency, LLC

Is your nonprofit named in her will?

A longtime supporter is updating a will, trust, or other plans. Will she leave a bequest to your nonprofit - her largest gift ever? 


You're leaving money on the table if planned giving isn't a top priority at your nonprofit.


If your nonprofit needs to "do more" with planned giving - you're in the right place. We're ready to help you grow legacy giving at your nonprofit organization. 


Get growing now, with us. We're your friends in planned giving.

SET UP A CALL

What's your planned giving challenge?

"We're just getting started."

Don't know where to start with planned giving? We do. Let your supporters know your nonprofit appreciates and accepts bequests & other legacy gifts. Start now and grow fast.

START NOW & GROW FAST

"We need marketing & more."

Strategy. Outreach. Legacy Society Build-out/refresh. Newsletters. Videos. Events. Small-batch mailings. Surveys. We help with all outreach and stewardship projects at any level with our vast experience in nonprofit marketing & communications.

MARKETING SERVICES

"We're thinking of refreshing our approach."

Prospects. Outreach. Programs. You're an experienced gift officer looking for a fresh outlook on prospect strategies, marketing, legacy stewardship, a CGA program review, etc. 

GROW BETTER

"Our board & staff need education."

Lift your team from hesitant to heroic. Your staff & board will benefit from training about gift types & ways to ask.  Also, it will REINFORCE why legacy gifts are crucial to the future of your nonprofit.  

LEARN ABOUT STAFF & BOARD TRAINING

"It's messy."

We hear this a lot! Nonprofits let planned giving efforts lag. Marketing brings scant prospects. Stewardship is lacking. Or planned giving just fell into your lap. We can help!

GET ORGANIZED & GROW BETTER

"Our legacy society needs better benefits & a glow-up."

Your nonprofit's legacy society is the cornerstone of your planned giving program, and way more than just a list of names. Start or refresh your nonprofit's legacy society today.

LEGACY SOCIETIES

VIDEO: Now is the time to GROW planned giving.

Your supporters are making plans. Is your nonprofit ready?

According to The Philanthropist Handbook (Clay M. Grayson, 2025), in the next twenty years, baby boomers will donate $12 TRILLION to nonprofit organizations.


Most of those contributions will be planned gifts. Legacy gifts like bequests, beneficiaries and more. These "everyday philanthropists" have their wealth in assets - not cash. It's time to focus on planned giving.

Get growing

Let's have a conversation and you'll be inspired to GROW your nonprofit's planned giving.

SET UP A CALL
Claire Meyerhoff and Diana Grosz
Our People

The Planned Giving Agency

Since 2010, we've helped nonprofits of all sizes and shapes with planned giving marketing, communications, education and more. 


We'd love to work with you, too.

MEET ALL OUR GREAT PEOPLE

Ready to get growing - or just need more info?

We'll  help you start, refresh and grow your nonprofit's planned giving efforts with smart services and our years of experience. We're fast, collaborative, friendly and I think you'd enjoy working with us. Even if you just want to hear more about  services - or discuss anything on your mind, please get in touch. We look forward to meeting you! - Best wishes, Claire Meyerhoff, Director, Planned Giving Agency

SET UP A COMPLIMENTARY CONVERSATION

We've worked with nonprofits of all sizes & shapes.

We can help yours, too.

News, Views & more

PLANNED GIVING is the SUPERSTAR of fundraising!

See our FIVE POINTS highlighting the SUPERSTAR potential of PLANNED GIVING. Be INSPIRED to grow your nonprofit's fundraising by investing in planned giving!

VISIT OUR NEWS & VIEWS PAGE

"Bequests drop from the sky."


Fundraiser who thinks hope is a strategy

Looking for real strategies?

CONTACT US

Need a SPEAKER for your AFP, CGP or other professional group

PLANNED GIVING SPEAKERS
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The Planned Giving Agency, LLC

Copyright © 2025 The Planned Giving Agency. Content is educational, not intended as legal advice.

THE PLANNED GIVING AGENCY, LLC

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