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IRA Rollover In-House Tools

IRA Rollover In-House Tools

Only available through our Weekly Assets subscription.

The Qualified Charitable Distribution (QCD) is also known as the Charitable IRA Rollover. It’s easy to market, easy to give, easy to receive. Here are all the tools you need.

Only Available Through Our Weekly Assets Subscription

IRA Rollover In-House Tools
This item: IRA Rollover In-House Tools

Only Available Through Our Weekly Assets Subscription

Ryan Park, Upbring, Austin, TX
Giving Tomorrow Magazine

In stock

Original price was: $247.00.Current price is: $59.95. / year
Consulting Services
Free 30-Minute Major Gifts Consultation

In stock

$500.00
Consulting Services
Free 30 minute Planned Giving Consultation

In stock

$500.00
Only Available Through Our Weekly Assets Subscription

Put it to work today. Your successors will thank you.

Everything you need to persuade your boss or your board to invest in marketing the ultimate “win-win” gift plans.Download the Microsoft Word document.

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Includes

  • Instructions and Cases
  • Memo to Boss or Board
  • Retirement Plan Beneficiary Letter To Donor Prospects
  • Letter of Intention from the Donor
  • Letter to Plan Custodian Requesting Distribution According to Donor’s Wishes
  • Example

Online Will Planners

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