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IRA Rollover In-House Tools

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.


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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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  • 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