Presented by Hank Zachry, President, Caswell Zachry Grizzard

In this presentation, Hank Zachry will share lessons and insights from his 33-year career in planned gift lead generation. As President of Caswell Zachry Grizzard, Hank has overseen the distribution of tens of millions of mail packages on behalf of many of America’s largest and best-known charities. In recent years, this work has expanded to include digital communications. His agency has run hundreds of tests to determine how best to generate highly qualified leads from within client donor files.

Participants in this session will come away with practical strategies and tactics to improve lead generation that they can implement immediately.

Hank Zachry is President of Caswell Zachry Grizzard, the nation’s premier resource for planned gifts marketing, training and program analytics. He has over thirty years of experience in the field of charitable estate planning. 

He has been involved in the creation and implementation of successful planned gift 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, World Wildlife Fund, 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. Over 18,000 planned gift officers, estate planning attorneys, CPAs, CFPs and wealth management professionals have attended his company’s workshops, seminars, and coaching sessions.

He is a graduate of The University of Texas at Austin and makes his home in Dallas, TX.

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Sara Nash