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Planned Giving Marketing

  • Planned giving
  • 5-15 staff
  • Lafayette Hill, Pennsylvania
15 clients on Form 990CFRE on staff

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About

Planned Giving Marketing is a Lafayette Hill, PA-based agency specializing in bequest and legacy society marketing campaigns, newsletters, and donor communications for nonprofit, education, and healthcare clients nationwide.

Named clients

Clients on record
13
4 on Form 990
990 fees reported
$486K
across 15 engagements
Typical fee
$36K
largest $46K
Years on record
2018–2024
from 990 filings
Clients of Planned Giving Marketing. Select a column heading to sort.
Source
Children's Hospital of PittsburghPittsburgh, PASolicitation of fundraising contributionsForm 990 · 2024$37,254
Lehigh UniversityBethlehem, PACampaign strategyForm 990 · 2024$17,028
St. John's University New YorkJamaica, NYMarketingForm 990 · 2024$39,513
Trustees of the College ofWorcester, MAStrategy and designForm 990 · 2024$40,500
Children's Hospital of PittsburghPittsburgh, PASolicitation of fundraising contributionsForm 990 · 2023$35,687
St. John's University New YorkJamaica, NYMarketingForm 990 · 2023$37,147
Children's Hospital of PittsburghPittsburgh, PASolicitation of fundraising contributionsForm 990 · 2022$42,670
Trustees of the College ofWorcester, MAProfessional servicesForm 990 · 2022$32,096
Children's Hospital of PittsburghPittsburgh, PASolicitation of fundraising contributionsForm 990 · 2021$45,764
Trustees of the College ofWorcester, MAProfessional servicesForm 990 · 2021$24,292

Key staff

  • Jeff Stein

    Founder & President

  • Kelly Perotti

    Director of Client Services

  • Mary Valle

    National Account Executive

  • Jenn Stein

    Controller

  • Amy Chaplin

    Graphic Designer

  • Colleen Bowman

    Marketing Director

  • Greg Wilson, MS, CAP, CFRE

    Director of Client Success

  • Adrienne Wright

    Client Engagement & Analytics Specialist

Where they work

AL
AK
AZ
AR
CA
CO
CTDE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
  • Headquarters
  • Clients, fewer to more
Headquarters
Lafayette Hill, Pennsylvania

Memberships

  • AFP
  • CFRE on staff

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