Click here to download your free Will Planning Guide: Four Easy Steps to a Meaningful and Money-Saving Will

Get your donors thinking about their legacy today! 2

You know your donors best. You are already doing the hard work of staying in touch, keeping up with big life changes, and helping your donors discover the impacts of legacy giving. Your donor might feel overwhelmed when it comes time to plan their legacy gift. When your donor is ready to create or update their will, be prepared to support them with this simple form. It shows that you’re invested in their future just as much as your own.

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 Started with Canopy