Our Team

Getting the attention of your donors shouldn’t be so frustrating, especially when you outsource your marketing to an expert. At PGM, we create original, highly personalized content that connects to donors so they’re inspired to raise their hand and start a conversation. We are your marketing partners, and this is your team of experts.

Meet Our Talented Team.

Jeff Stein, Founder and President

Jeff is the driving force behind your campaign. He’ll help you discover untapped resources among your current prospects and donors, and then create effective, highly personalized marketing content that inspires them to raise their hands.

Email Jeff

Kelly Perotti, Director of Client Services
Kelly is your project manager with the experience to ensure results.  Note-taker, list-maker, calendar-keeper, Kelly keeps your project on-time, on-schedule and on her mind

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Mary Valle, National Account Executive
Having worked for non-profits, Mary understands your organization’s unique challenges and helps new and existing clients find their perfect marketing solutions.

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Allison Sanka, Marketing Specialist
Allison is our tech-savvy, multi-channel marketing guru. She leverages industry-leading technologies to ensure your organization gets the best results.

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Amy Chaplin, Graphic Designer
PGM’s graphic designer, Amy, designs clients’ campaigns – like Wesleyan University, Lucile Packard Children’s Hospital, and Brandywine Valley SPCA.

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Jake Minkoff, Sales and Marketing Associate
Jake is on the front lines of our company’s sales and marketing initiatives, helping organizations like yours improve their planned giving marketing results.

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Jenn Stein, Controller
An experienced controller, Jenn, a Certified Public Accountant, is the trusted, detail-oriented business manager for Planned Giving Marketing.

Email Jenn

Contact Us

We’d love to help you with marketing your planned giving program and reach your planned giving goals.

Please give us a call, send an email, or fill out the form below to get started.

Planned Giving Marketing

620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462

P: 484-680-7600 | F: 877-865-6812