Click here to download your free S.W.O.T. Analysis designed for nonprofit leaders like you!

Assess the success of your planned giving program 1


A S.W.O.T. analysis is a tool designed to help you identify your internal strengths and weaknesses, and your external opportunities and threats. By identifying these factors, we can set strategic goals and yield better results.

To analyze your current planned giving program, we’ve broken the analysis into 5 parts, plus a final goal setting step to integrate into your strategic plan.

If you’re looking for more resources or assistance, Canopy is here to help!

We’ll help you…

  • Integrate your legacy efforts. You are already engaging with your most loyal donors for supporting you. Bring legacy giving into your conversations.
  • Lead with inspiration. Your donors are passionate about your mission and want to know that you care about their values. Tell them stories that speak to the heart.
  • Call your donors to take action. Invite your donors to learn more about legacy giving options. No more cold calls!

Get in touch today to learn more.

Get Started with Canopy