Start planning a new route to your destination—a strong foundation of planned giving. Here, you’ll find ideas, inspiration, and tools to improve and enhance your legacy giving program.

Planned Giving is a Marathon, Not a Sprint

Planned giving isn’t about quick wins. You can mail out a brochure or add a checkbox to your donation slips […]

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Make-A-Will Month: Strengthen your Nonprofit’s Future This August

  Make-A-Will Month is an annual initiative that focuses on raising awareness about the importance of creating a will and […]

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Jim Langley’s Best Tips for Growing Your Estate Gift Pipeline

Jim Langley was a recent webinar guest for our sister company, and he had lots of great ideas for planned […]

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The Great Wealth Transfer: Don’t Get Caught in the Flood Without a Plan

What is your nonprofit’s plan to be part of the great wealth transfer? It’s beginning now!  A few years back, […]

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Understanding Your Planned Giving Pipeline 

Every donor is a potential prospect within your planned giving pipeline, but each person is at a different point in […]

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10 Tips from Russell James

Russell James recently led a webinar with our sister company, Money for Ministry. While the webinar was aimed at faith-based […]

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How Nonprofit Fundraising Can Flourish in Uncertain Times

Feeling unsure about what’s coming down the pipeline this year? You are not alone.   From politics to climate to the […]

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From Interest to Action: A Conversation Guide for Qualified Charitable Distributions (QCD)

It’s that time of year! Many of your donors will be thinking about making a year-end gift to your organization. […]

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Planned Giving Insights from the 2023 CGP Conference

At last week’s Charitable Gift Planners annual conference, the Canopy team picked up on four big themes that can help […]

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How to Be a Planned Giving Expert

Do you ever feel like you don’t know enough about planned giving?   If so, you’re not alone. According to Giving […]

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