IRA Rollover Toolkit

IRA Charitable Rollover Gifts — The “Tax Free” Gift

Everything You Need!

Donors age 70½ and older are allowed to make direct transfers up to $100,000 per year from traditional IRA accounts to qualified charities.

Under the new SECURE Act, donors may still make direct gifts via qualified charitable distributions (QCDs) at age 70½.

This enhanced toolkit includes:

• Promotional copy for multiple direct mail letters to send throughout the year
• Follow-up postcards and e-mail text
• Instruction letter your donors can send to their IRA plan providers
• Sample gift acknowledgement letter

We’ve purposely included more than the usual amount of detail in these materials. You can:

• Customize them
• Brand them (to match your program’s style)
• Reuse them

Copyright license limited to one organization only. This is a strict policy.