Current Category: finances
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]