Canopy Resources

If you’re in fundraising, you’re familiar with The Great Wealth Transfer. $84 trillion is now changing hands as Baby Boomers transfer their wealth to the next generations through estate plans and gifts. But will that rising tide lift all boats, including your organization?    Not exactly, says Jim Langley, President of Langley Innovations. “The Great Wealth Transfer will not be a tide that washes across the entire shore of the nonprofit world,” he wrote recently. “It will flow into and greatly enrich select inlets...” So what can your organization do to create and expand those inlets?    Join the conversation on Thursday, April 4 at 1:00 p.m. ET as Jim and Doug Bouws of our sister company discuss the current state of philanthropy and the Great Wealth Transfer. https://lnkd.in/g7nEZPKG

Feeling unsure about what’s coming down the fundraising pipeline this year? You are not alone.     From politics to climate to the economy, there are plenty of things to be concerned about. That feeling of being “out of balance” can affect annual giving as donors start to spend and give more carefully.     So what’s the best path through this formidable landscape? Read more on the blog 👇 👇 https://lnkd.in/gnTBpHYF

At this year's Charitable Gift Planners conference, the Canopy team picked up on four big themes that can help you stay ahead of the curve on planned giving trends and best practices in this ever-evolving field. A big thank you to the National Association of Charitable Gift Planners for hosting a great event, and to MaryKate Myers and the rest of the planning staff for ensuring a successful event. We love the opportunity to learn from so many leading professionals in the industry, and we look forward to attending future CGP conferences. https://lnkd.in/gcDBzvgZ #charitablegiving #fundraising #plannedgiving #CGPconference2023

This year, Giving USA reported that 63% of fundraisers don’t feel confident discussing planned giving. This is a big obstacle! How can you be expected to grow your planned giving program if you can't even talk about planned giving? Here's the secret. You don't need to be an expert in planned giving to get planned gifts. And (spoiler alert) you're probably already on the right track. Let's take your organization from "good" to "great" with 5 simple steps. #fundraising #givingUSA #plannedgiving https://lnkd.in/g58mZZUu

Please join us in congratulating Director of Business Development Abigail Bruins on this achievement! #ynpngr #nonprofit

We just learned that out of 1.5 million charities in the US only 1,600 offer CGAs. As interest rates rise, so does the appeal of the Charitable Gift Annuity. Is your nonprofit prepared? Learn how to talk to your donors about CGAs with the help of our latest blogpost. https://lnkd.in/gcMQrZWt #charitablegiving #nonprofit #philanthropy #plannedgiving

Make-A-Will Month is just around the corner. Is your organization prepared? Make-A-Will Month is an annual initiative that focuses on raising awareness about the importance of creating a will and planning for the future. While this campaign primarily emphasizes the benefits for individuals and families, it can be a valuable opportunity for nonprofits to talk to donors about the importance of leaving a legacy. Make-A-Will Month begins on August 1. Discover valuable insights and grab your free toolkit for a successful Make-A-Will Month in our latest blogpost! https://lnkd.in/gccXsuYG