The people of the Planned Giving Agency
Claire Meyerhoff
Claire Meyerhoff
Claire Meyerhoff
Claire is the Director of the Planned Giving Agency, and the creative and strategic force behind all our projects and services. She loves the work, the people and what she calls "the wonderful world of planned giving." She has hosted planned giving podcasts, presented workshops from coast to coast, and is a marketing and production volunteer for the Carolinas Planned Giving Conference.
Diana Grosz
Claire Meyerhoff
Claire Meyerhoff
Diana is the Project Manager who loves details, data and the psychology of philanthropy. For many years, she worked in National Wildlife Federation's, planned gift program after serving in other development-related positions with large environmental nonprofit.
Her diverse background also includes financial services and managing an exploration geology corporation.
Dave Marcus
Claire Meyerhoff
Dave Marcus
Dave is our Editorial Specialist, with deep nonprofit experience and deadline-oriented skills from his initial career as a journalist (Newsday, Miami Herald, US News). His resume includes years as Director of Communications for the New York Community Trust & positions with Aspen Institute and New York Institute of Technology. He is the author of several book about college placement
Our Allied Experts
In the planned giving field, certain professionals are top-notch experts in everything from trusts and estates to Charitable Gift Annuities and philanthropy history, ethics and trends.
The Planned Giving Agency is pleased to partner with Cathy Sheffield and Doug White, two of the most highly regarded professionals in the field.
Cathy Sheffield
An experienced front-line fundraiser and nonprofit executive, Cathy Sheffield is a nationally-recognized planned giving expert with 25-years in healthcare, higher education and social services. She serves on the American Council on Gift Annuities board, is former Board Chair of the National Association of Charitable Gift Planners, and holds an MBA, CFRE, CSPG & CAP.
Doug White
Doug White
Doug White is a planned giving specialist of the highest caliber, advising nonprofits & philanthropists natwionwide. He's an author, academic, and former Director of Columbia University's Master of Science in Fundraising Management program. Media organizations such as Wall Street Journal & CNBC interview Doug when nonprofit isses make the news.
What we believe.
PLANNED GIVING FOR ALL
We believe all nonprofits can have an engaging, nimble, authentic planned giving program. Bequests and legacy planning aren't just for 200-year old ivy-covered institutions, but for all nonprofits and their supporters who care about the cause.
Today, planned giving also encompasses other gift types that take some planning. If your nonprofit isn't actively asking for gifts from Donor Advised Funds (DAFs) or IRA Qualified Charitable Distributions (QCD's), it's missing out on huge gifts.
We've also helped small nonprofits launch their first planned giving outreach and other organizations who tell us "we haven't done much" with their planned giving.
We would love to help you take your nonprofit's planned giving progam to the next level. You can reach us via email, fill out a contact form or book a time for a conversation. Just use the handy buttons below.
All nonprofits can reach, engage & steward their supporters to make a legacy gift.
Please get in touch. We'd love to meet you.
Or set up a time to meet.
You can learn a lot about our planned giving services with a phone or zoom visit with us. We also handle the full range of nonprofit communications and marketing services, so keep that in mind. Set up a call today. We look forrward to meeting you.
FEATURED ARTICLE
PLANNED GIVING is the SUPERSTAR of fundraising!
Want to know why PLANNED GIVING is the SUPERSTAR of fundraising? Read about the FIVE POINTS highlighting the SUPERSTAR potential of transformational planned gifts and be inspired to grow your nonprofit fundraising with planned gifts!