Legacy 1000™
by Caswell Zachry Grizzard
214-528-8084 Get in Touch
High-Touch Donor Cultivation

The Planned Giving Revenue You Didn't Know You Were Missing.
We Help You Find Your Top 1,000. Best Donors. Hidden Revenue.

A research-based program built to supplement and accelerate your existing planned giving marketing by identifying and cultivating your top 1,000 planned giving prospects.

Schedule a Discovery Call How It Works ↓
$0M
Received by a CZG client
0%
Increase in annual giving
$0K
Average gift commitment
0%
Donors revealed intent
0+
Years of CZG expertise
The Opportunity

The 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.

Modern institutional building
$0
Received by a CZG client as a single gift from one discovery initiative — the result of identifying and cultivating their top planned giving prospects.

“The results can be extraordinary, but even the baseline represents transformational revenue.”

Dr. Russell James III — The Science Behind Legacy 1000
The Model

How Legacy 1000 Works

We analyze your donor file, identify your top 1,000 prospects using CZG's proprietary Donor Discovery system, then cultivate them through personalized, high-touch engagement.

01

Donor 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 through structured discovery conversations.

04

Commitment

Qualified prospects transition into your planned giving pipeline, ready for gift conversations with your development team.

The Science

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 by Dr. Russell James III, one of the world's leading experts on the psychology of charitable giving.

20–30% Discovery Rate

Of donors reveal planned gift intent through CZG's structured discovery process — prospects who were never on your radar before.

No Ask, No Pressure

Legacy 1000 uses invitation-only events, handwritten notes, and personal conversations — never a cold call, never a hard ask.

Supplements, Never Replaces

Legacy 1000 works alongside your existing planned giving marketing. It fills the gap between mass communication and personal engagement.

Proprietary Scoring

CZG's multi-dimensional assessment algorithm scores every prospect on giving capacity, affinity, engagement history, and behavioral signals.

“Legacy 1000 identified donors we had completely overlooked. Within the first year, we had more planned gift commitments than the previous five years combined.”
VP of Development — National Nonprofit Partner
Professional consultation
What You Get

What Your Organization Receives

Legacy 1000 is a fully managed, data-driven engagement. CZG provides the analysis, the cultivation strategy, the donor communications, and the ongoing pipeline management.

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Discovery: Complete donor file analysis, prospect scoring, and identification of your top 1,000 planned giving candidates.
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Cultivation: Personalized multi-touch campaigns — handwritten notes, invitation-only events, structured discovery conversations.
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Pipeline: Qualified prospects delivered to your development team with engagement history, readiness scores, and conversation guides.

Take 20 Minutes. See What You're Missing.

Schedule a no-obligation discovery call. We'll show you how Legacy 1000 can identify and cultivate planned giving prospects hiding in your existing donor file.
Schedule Your Discovery Call
Or call us: 214-528-8084  |  info@czg.net
Upcoming Event

Free Webinar: Finding the Hidden Revenue in Your Donor File

Week of September 21 — Learn how Legacy 1000 is transforming planned giving marketing for America's top nonprofits.

Register Now
About Us

America's Planned Giving Experts

For more than 50 years, Caswell Zachry Grizzard has delivered comprehensive planned giving solutions for America's top nonprofits — American Cancer Society, American Heart Association, American Red Cross, AARP, and the Salvation Army.

We ground every recommendation in real-time and historical data. Our proprietary donor scoring algorithms, prospect modeling, and full-spectrum services give your program a foundation that guesswork cannot match.