This is a fully customizable template on Gifts from Retirement Plans that also covers the IRA Rollover (QCD – Qualified Charitable Distribution).
It’s an oversized postcard that will stand out in your prospects’ mailboxes!
In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable.
Your prospects will be thrilled to know they can avoid excess taxes on their hard-earned retirement assets, while at the same time supporting a cause they care about. Beneficiary designations and IRA Rollovers are extremely popular among tax-savvy philanthropists. You can promote gifts of retirement assets any time, but it’s especially effective when you tie it to your year-end giving message.
Do not wait until the last minute. Begin preparation in August and mail the same card three times.
Adobe InDesign. Swap out incompatible fonts with any fonts you have on your computer.