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 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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Demystifying DAFs: 5 Ways to Boost Donor Giving

Are you tired of talking about DAFs yet? If so, we have some bad news for you. Now is not […]

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Rethinking Recurring Giving: The Subscription Economy & Fundraising

In an era where the digital landscape evolves at lightning speed, the art of fundraising is undergoing a transformative shift. […]

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What Chat GPT Can (and Can’t) Do for Planned Giving

You can’t hear or read the news without learning more about Chat GPT, the AI-powered provider of information (and the […]

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Legacy Giving and Nostalgia

Are you feeling that end-of-summer nostalgia? Scroll through your photos—what will you remember from this summer?   Nostalgia has a way […]

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Make the Most of Higher Interest Rates with the Charitable Gift Annuity 

As interest rates rise, so does the appeal of the Charitable Gift Annuity (CGA). Higher interest rates mean more income […]

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The Great Wealth Transfer: Engaging Baby Boomers in Planned Giving

Did you know that $9 trillion—yes, trillion—will change hands in the next 10 years from the Baby Boomer generation to […]

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Is Your Average Legacy Gift Too High?

Recently a client proudly boasted that their average legacy gift was very high. In fact, it may have been too […]

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Four Ways to Turn Life Events into Legacy Gifts

Have you been celebrating any graduates or happy couples in the last weeks? This time of year is full of […]

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