Lasting Impact

Tomorrow’s reward, planted today.

As a nonprofit leader, the demands of today pull for your attention, but your vision remains mindful of the future. Without long-term financial stability, your organization's vital work could be at risk.

A vibrant planned giving program ensures your mission doesn't just grow this year, but for generations to come. At Canopy, we help nonprofits like yours connect deeply with donors and invite them into a legacy that lasts.

Trillion-Dollar Potential

Did you know?

By 2050, an estimated $80 to $124 trillion will be passed down from one generation to the next, the largest wealth transfer in history.

Many donors want to leave a purposeful legacy, but often nonprofits don't have a clear, intentional way to invite them into planned giving.

This moment presents a rare opportunity to secure long-term revenue for your mission. Does your organization have a plan in place?

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Lasting Impact: Trillion Dollar Potential

Planned Giving Made Easy

Proven Path

For more than two decades, Canopy has developed a connection-focused approach to cultivating deep donor relationships that transform into long-term revenue streams. Together, we'll discover your planned giving potential, tailor our program to your needs, and track progress towards your goal.

Caring Team

We're here for the same reason you are, to do meaningful, mission-driven work. We look forward to getting to know you and the heart behind your mission, providing thoughtful, compassionate guidance every step of the way.

Offloaded Effort

Most planned giving solutions place the burden on you to plan, manage, engage, and follow up on your own. But at Canopy, we do things differently: we are here to serve. Our comprehensive program combined with a done-for-you process delivers lasting rewards, all while lifting legwork from your team.

How We'll Get There

Nourish

We'll start by uncovering your planned giving potential, defining a clear path, and establishing a healthy foundation for future growth. Ongoing analysis and tailored insights will continually enrich our approach and optimize your results.

Sow

Next, we'll plant the seeds of generosity and deepen donors' connection to your mission by inspiring them to reflect on the legacy they want to leave behind. By thoughtfully integrating these messages into your organization's everyday communications, we'll establish a clear approach your team can sustain.

Invite

Through personalized outreach and timely follow-up, we'll invite mission-invested donors to make a lasting commitment by planning an estate gift that will carry the work they believe in forward for generations.

Grow

When you receive notice of a planned gift, it's more than a milestone, it's a reflection of a donor's deep belief in your mission, and a cause for celebration! As your program matures, these transformational gifts will multiply and expand your impact for generations to come.

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Frequently Asked Questions

Pricing varies based on the size and scope of your program, but is a fraction of what it would cost to hire staff to do the same work. Rest assured, our fees cover everything you need from strategy, to implementation, to ongoing support, all with no surprises.

We do not take a percentage of gifts received. Instead, our annual service agreements are divided into equal monthly payments (like a retainer). We also offer a discount if you choose our annual prepay model.

Schedule a call to learn more.

Yes, we do. But the starting point is always building donor awareness around in-will gifts. A simple gift in a will is the most common and easily understood type of planned gift. Once a donor expresses interest in giving, we help them explore the best options and types of gifts to carry on their legacy.

No matter what kind of giving you're promoting, the key is to first connect through inspiration (the "why"), then guide them to the right options (the "how").

We'd love to show you how we move donors from awareness to interest to action. Schedule a free call with our team.

Got Questions?

Leah is here to help!

Give her a call:

616-258-6980

Reach out by email:

leah@canopy-giving.com

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