November 14, 2018 – Attitudes, Perceptions & Behaviors

Results from an Unprecedented Study of Top Planned Gift Prospects & Advisors

Hank Zachry, President, Caswell Zachry Grizzard

Hank is the President of the nation’s premier resource for planned gifts marketing, training and program analytics. He has over twenty-five years’ experience in the field of charitable estate planning. He has been involved in the creation and implementation of successful planned giving programs at many of America’s largest and best known charities, including The Salvation Army, American Red Cross, American Cancer Society, AARP, MD Anderson Cancer Center and City of Hope. In addition to his work as a marketing strategist, Hank trains and coaches fundraising professionals in the technical aspects of gift planning and in the areas of relationship building, gift cultivation and donor stewardship. He is a graduate of The University of Texas at Austin and makes his home in Dallas, TX.

Event Sponsors

American Cancer Society, Birmingham Zoo, Children’s of Alabama, Merrill Lynch Wealth Management, Regions, Synovus Trust Co, Community Foundation of Greater Birmingham, Sirote, St. Vincent’s Foundation, UAB, Pearce Bevill, Leesburg Moore P.C., Hightower Twickenham, United Way of Central Alabama, Wells Fargo