US Planned Giving Toolkit image

Achieve US Planned Giving Success

Specially crafted for non-profits, our US Planned Giving toolkit is your comprehensive guide to unlocking the potential of planned giving in the United States.

It’s no secret that planned giving is an integral part of US philanthropy, particularly from major donors.

With over 30 customisable ready to use templates, advice on planning a campaign timeline and tips on starting those all important conversations with potential donors our toolkit gives you everything you need to succeed.

How US Planned Giving can help you

US Planned Giving is not just about legacy gifts; it’s a strategic approach to aligning donor values with estate planning, providing both tax benefits and significant funding for your cause. Americans with substantial wealth expect more from sophisticated giving options, and with our toolkit, you can meet and exceed those expectations. By offering US planned giving options, you open doors to significant revenue streams.

Tools and templates

Tools and templates

30+ Customisable Templates: From brochures and emails to social media content, streamline your communications without starting from scratch.

Invest in what matters

Invest in what matters

Priced at just £1,500 (discounted to £1,000 for existing clients), our toolkit simplifies the process, saving you both time and money compared to lengthy courses or expensive consultants.

Create lasting impact

Create lasting impact

Start your US planned giving strategy today and watch your organisation thrive. Whether you’re seasoned or new to US planned giving, our toolkit equips you with everything you need to transform your mission and secure meaningful gifts.

30+

Customisable Templates

What is included in the toolkit?

 

Timeline in the US Chapel & York

Timeline and Checklists

  • Unlock growth and success for your organisation with our annual planning timeline, designed with key milestones to ensure positive results.

  • Our month by month guide helps you plan and execute your US planned giving campaign effectively ensuring your appeal to potential American donors.

Fundraising Materials

  • Elevate your organisation’s US fundraising communications with our finely curated, customisable templates.

  • We have done the hard work for you – each template is pre-crafted in USA English. So, you get the assurance of coherent, professional content that speaks directly to your audience, without having to worry about language or regional nuances.

  • Experience the convenience of ready-to-use quality content that allows you to focus more on your business goals.

Materials Planned giving in the US Chapel & York
Conversations Chapel & York

Language to navigate conversations

  • Start meaningful discussions with your donors on US planned gifts with our all-encompassing guide.

  • Learn the best ways to initiate conversations, overcome objections, and empower donors to leave a lasting legacy through generous gifts.

Chapel & York | The Home of International & Philanthropy
Chapel & York | The Home of International & Philanthropy

“As fundraisers and nonprofits, understanding the complexity of planned giving in the US is essential. Our US Planned Giving Toolkit is designed to be your go-to resource, offering invaluable insights and expert guidance to craft successful campaigns. With this toolkit, you’re not just accessing information; you’re leveraging our expertise to transform planned giving into a significant revenue stream. It’s more than just a guide – it’s your partner in creating impactful, lasting relationships with donors. “

Nancy Bikson, Managing Director, Chapel & York

FAQ’s

Common questions we get:

On receipt of payment you will receive an email with the toolkit as a zip file which includes the main pdf as well as all the templates. 

If you have not received this within a few minutes of purchase, please also check your junk folder.

Once you have purchased the toolkit you can personalise the content and templates to your brand as much as you wish.

Have more questions? No problem, just contact us at info@chapel-york.com and we can answer any queries you have re the toolkit.

Get the US Planned Giving Toolkit

Don’t miss out on potential donors – equip your organisation with the tools to succeed.

US Planned Giving Toolkit Chapel & York