Here to Help

We’ve Got You Covered

We know building a successful planned giving program can feel like a big undertaking. But you don't have to do it alone.

Canopy is more than a proven program. We're a mission-driven team, here every step of the way to help carry the load. From strategy to analysis, mailing to follow-up, we handle the details so you can stay focused on your day-to-day operations and plan confidently for the future.

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Everything, Delivered

With Canopy, nonprofits grow planned giving with 10x greater efficiency than managing it in-house. Our streamlined, comprehensive approach yields transformative results without the burden of implementing it on your own.

Let our team handle:

Canopy Staff - We've Got You Covered

Automated Donor Dialogue

Sit back and enjoy our complete donor survey process which includes writing, designing, printing, mailing, receiving, responding, and reporting. Seamless from start to finish.

List Segmentation

We review and refine your donor list to pinpoint the segments most likely to respond to your planned giving invitation, boosting engagement and response rates.

Website Creation

We'll create a custom-branded website with resources and tools to guide your donors' planned giving journey.

Content Development

Every piece of communication is infused with Canopy's expertly-developed content tailored to your brand's style and integrated with your marketing plan.

Strategy, Training & Support

Our team is eager to help you succeed, offering strategic planning, hands-on support, and training to equip you with the tools and insights to carry your work forward with confidence.

Integration

Canopy's planned giving is distinctly designed to integrate into your existing marketing plan, creating lasting efficiencies that strengthen all of your giving efforts.
Contact Leah at Canopy

Got Questions?

Leah is here to help!


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About Canopy

Our Purpose

Overflowing in gratitude, Canopy exists to cultivate Shalom in the world by helping nonprofits sustain and grow their impact.

Our Vision

Enduring impact for every nonprofit.

Our Mission

To unlock the power of legacy giving by cultivating vibrant donor relationships.

Our Team

We’re committed to caring for you, your mission, and your success.
Meet the Team
Our Team

Our Values

Experts

We serve as trusted advisors in planned giving, equipping nonprofits to cultivate lasting impact.

Results

We're committed to delivering transformative outcomes for our clients.

Team

We work collaboratively and serve as an extension of the organizations we help.

Improvement

We're always learning, refining, and finding ways to do better, both individually and as a company.

Easy

Planned giving can feel daunting, but we're committed to making it simple. With an easy-to-understand process and a team to do the heavy lifting, Canopy takes planned giving from complex to—well, easy!

Caring

We recognize each other as real, whole people and care deeply for our clients, our team, and the mission we share.

Discover What's Possible with Canopy

Discover what’s possible.

Our team would be delighted to get to know your organization and explore what's possible together. Schedule a free consultation today.

Let's Talk