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. 

Meet Your Planned Giving Marketing Team

Jeff Stein, Founder and President

Jeff is the driving force behind your marketing campaign. He’ll help you discover untapped resources among your current planned giving 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 planned giving marketing 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 marketing challenges for planned giving prospects. She helps new and existing clients find a perfect marketing solution that will connect with and inspire planned giving donors.

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Jenn Stein, Controller

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

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Amy Chaplin, Graphic Designer

Planned Giving Marketing’s graphic designer, Amy, creates gorgeous designs that cause your donors to pay attention and read your message. You can have confidence Amy will capture the look and feel of your brand, making your personalized planned giving campaign the most effective. Our clients, such as Wesleyan University, Lucile Packard Children’s Hospital, and Brandywine Valley SPCA, consistently recognize Amy’s attention to branding details.

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Colleen Bowman, Marketing Director

Colleen is on the front lines of your marketing strategy. She is consistently refining and monitoring your campaigns to improve your planned giving marketing results. 

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Greg Wilson, MS, CAP®, CFRE, Director of Client Success

With 25 years of frontline fundraising experience, Greg has sat in your seat and knows first hand of the struggles you face in developing and executing a successful planned giving marketing program. As a subject matter expert, his goal is to assist new and existing clients with strategy through consulting and coaching.

Email Greg

Adrienne Wright, Client Engagement & Analytics Specialist
With more than a decade of development experience in higher ed, healthcare, and community non-profits, Adrienne knows how to interpret your metrics and leverage them to grow your planned giving program. She cares deeply about your success, and her stewardship background makes her well-positioned to understand your prospects’ engagement with your organization.

Email Adrienne