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