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The Planned Giving Agency, LLC

  • Planned giving
  • 2-5 staff
  • Founded 2010
CFRE on staff

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About

The Planned Giving Agency, LLC, founded in 2010 and led by Director Claire Meyerhoff, provides planned giving strategy, marketing and communications, legacy society development, staff/board training, and CGA program reviews for nonprofits, supported by project manager Diana Grosz, editorial specialist Dave Marcus, and allied experts.

Key staff

  • Claire Meyerhoff

    Director

  • Diana Grosz

    Project Manager

  • Dave Marcus

    Editorial Specialist

  • Cathy Sheffield, MBA, CFRE, CSPG, CAP

    Allied Expert Partner

  • Doug White

    Allied Expert Partner

Where they work

AL
AK
AZ
AR
CA
CO
CT
DE
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
Headquarters

Memberships

  • CFRE on staff

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