
Caswell Zachry Grizzard LLC
- Planned giving
- Dallas, Texas
- Founded 1968
14 clients on Form 990
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About
Caswell Zachry Grizzard (CZG), tracing to Gordon Caswell's 1968 firm and renamed in 1996, is a Dallas-based consultancy specializing in legacy/planned giving marketing, donor modeling and analytics, and multichannel direct response campaigns for nonprofits.
Named clients
- Clients on record
- 4
- 4 on Form 990
- 990 fees reported
- $6.5M
- across 14 engagements
- Typical fee
- $350K
- largest $1.2M
- Years on record
- 2018–2024
- from 990 filings
| Source | ||||
|---|---|---|---|---|
| American Cancer Society Inc.Atlanta, GAPlanned Giving StrategyForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned Giving Strategy | $347,500 | |
| American Cancer Society Inc.Atlanta, GAPlanned Giving StrategyForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned Giving Strategy | $82,500 | |
| Breakthrough T1dNew York, NYPlanned giving marketingForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving marketing | $107,423 | |
| City of HopeDuarte, CAMail solicitsForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Mail solicits | $822,300 | |
| American Cancer Society Inc.Atlanta, GAPlanned GIVINGForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned GIVING | $353,000 | |
| Breakthrough T1dNew York, NYPlanned giving marketingForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving marketing | $121,745 | |
| City of HopeDuarte, CAMail solicitsForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Mail solicits | $791,418 | |
| American Cancer Society Inc.Atlanta, GAPlanned Giving StrategyForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned Giving Strategy | $433,032 | |
| Jdrf InternationalNew York, NYPlanned giving marketingForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving marketing | $199,999 | |
| Jdrf InternationalNew York, NYPlanned giving marketingForm 990 · 2021Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2021Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Planned giving marketing | $111,991 |
