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.

Everything, Delivered
Let our team handle:

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
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

Got Questions?
Leah is here to help!
Give her a call:
Reach out by email:
About Canopy
Our Purpose
Our Vision
Our Mission

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