Legacy Advisor In Residence™
Discover Legacy AIR™ - a turnkey planned giving solution for Continuing Care Retirement Communities.
CCRC's are often overlooked in the planned giving conversation. That's why CZG developed Legacy AIR and successfully generated $12,000,000 in gifts over twelve months for a single community. Learn how we could duplicate that success for you.
Your residents already call this community home.
Legacy AIR helps them make it part of their legacy, too.
Legacy AIR places an experienced CZG planned giving professional on site at your community three days per month. We provide one educational workshop followed by two days of individual consultations with residents and families. Our advisor's generate interest, provide education, and foster engagement with the idea of planned giving.
The gifts most communities are leaving on the table
Your residents made a deliberate choice: they chose your community as home. Many have already simplified their estates, updated their wills, and started thinking seriously about what comes next. Without a dedicated advisor, those conversations happen somewhere else. Legacy AIR brings those conversations home with a resident advisor making monthly visits to your community, building the kind of relationship that generates a legacy gift.
$12,000,000
in charitable gifts • 12 months • one community • one advisor • 3 days on site per month
Annual program cost: $180,000. ROI: 67 to 1.
How Legacy AIR Builds Trust and Generates Gifts
On-site presence
Three days per month: one workshop, two days of 45–60 min individual consultations (5–7 per day)
Between visits
5–10 remote hours per week — follow-ups, gift illustrations, coordination with advisors and family.
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.
Who are CZG's Advisors?
CZG advisors are planned giving experts with at least 10 years of experience. Selected as peers and contemporaries for your residents, most are former or retired nonprofit planned giving staff. All advisors are vetted through CZG's proprietary multi-dimensional assessment process.
Take 20 Minutes
Spend 20 minutes on a no obligation, no pressure call to learn how your CCRC could benefit from Legacy AIR.
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]
Dallas, TX