Legacy 1000™
The Planned Giving Experts
Discover the planned giving revenue you didn’t know you were missing.
Legacy 1000 is a research-based program built to supplement and accelerate your existing planned gifts marketing by identifying and cultivating your top planned giving prospects.
Legacy 1000 is the Solution to a Hidden Problem That Could Cost Your Organization Millions
Your highest-capacity donors get the same newsletter, the same appeal, and the same envelope as everyone else. The donors most likely to leave a legacy gift aren’t being ignored — they’re just never engaged effectively. When that engagement never happens, the gift doesn’t wait. It goes somewhere else. Legacy 1000 fills in the gap in your current marketing to accelerate commitment from your best prospects.
The Science Behind Legacy 1000
Legacy 1000 is built on more than our experience and results — it’s grounded in decades of peer-reviewed research. Dr. Russell James III is one of the world’s leading experts on the psychology of charitable giving. His research and insight on what motivates donors to make legacy gifts is the foundation for Legacy 1000. The results can be extraordinary, but even the baseline represents transformational revenue.
20% – 30%
of donors reveal planned gift intent through CZG’s structured discovery
77%
average increase in annual giving after estate gift commitment
$223,000
average gift commitment for one discovery engagement for a well-known charity
$100 Million
received by a CZG client as a single gift from one discovery initiative
How Legacy 1000 Reaches and Converts Your Best Donors
01
Discovery
We analyze your donor file to identify the top 1,000 prospects, scored and ranked using CZG’s proprietary Donor Discovery system.
02
Cultivation
Personalized mailings, handwritten notes, and invitation-only events with no ask and no pressure.
03
Connection
Legacy 1000 establishes direct relationships between your staff and your best donors.
Who is Caswell Zachry Grizzard (CZG)?
CZG is America’s premier resource for innovative strategies designed to build, strengthen, and promote legacy giving programs for nonprofits. We’ve worked exclusively in planned giving for nearly 50 years with America’s largest charities.
WE’VE WORKED WITH
American Cancer Society · American Heart Association · American Red Cross · AARP · The Salvation Army
Take 20 Minutes
Spend 20 minutes on a no obligation, no pressure call to learn how your organization could benefit from Legacy 1000.
Send a Message
Not ready for a call? Let us know how we can help below.
Caswell Zachry Grizzard — The Planned Giving Experts
214-528-8084 · [email protected]
2711 N. Haskell Avenue, Suite 2460, Dallas, TX 75204