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

L
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

L
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.

Email Kelly

L
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.

Email Mary

L
Jenn Stein, Controller

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

Email Jenn

L
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.

Email Amy

L
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.

Email Jake

Contact Us

The best way to engage more planned giving donors is with effective marketing. We would love to help. Please give us a call, send an email, or fill out the form to get started.

Planned Giving Marketing
620 W. Germantown Pike, Suite 440, Plymouth Meeting, PA 19462
P: 484-680-7600 | F: 877-865-6812
info@pgmarketing.com

© 2019 Planned Giving Marketing. This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.