Case Study
Moving Forward with Confidence
About: Global Disciples helps clusters of churches to multiply Christ-like disciples and locally-sustainable fellowships among least-reached people.
Before Canopy
- Size/Scale: 1,800+ Active Donors in their database.
- Challenge: With 60 members in their legacy society, Global Disciples had limited visibility into how many of their committed donors were interested in estate planning.
After 2.5-Year Partnership with Canopy:
- 146% increase in their legacy society to 148 members (now 8.7% of active donor file).
- 2 members away from their 150+ member goal, with growth still climbing.
- Increased confidence in donor relationships, with committed friends now well-informed and resourced.
- Gained clarity about the number of donors interested in estate giving.
“Thank you, and the team at Canopy, for the great work with our partners and financial investors. Until we contracted with [Canopy], we had no idea how many of our relationships were interested in giving through their estate planning. Now, entering our 3rd year of working with you, we are not only confident that those committed friends are well informed and resourced, but we also know the number that are interested. Thank you. Your expertise and knowledge are a gift.”
—Jerry Meadows, Vice President for US Partner Relationships
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