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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.
$395.00
TABLE OF CONTENTS (contains everything you need!)
- IRA Charitable Rollover Gifts Have Been Permanently Extended
- Sample IRA Promotional Letter to Donor (slightly technical)
- Sample IRA Promotional Letter to Donor (informal)
- Postcard A (IRA Rollover)
- Follow-up Email A to Donor
- Sample End-of-Year Solicitation Letter to Donor
- Postcard B (IRA Rollover + Appreciated Stock)
- Follow-up Email B to Donor
- Postcard C (IRA Rollover + Beneficiary Designation)
- Sample Letter of Instruction from Donor to Plan Provider
- Sample Gift Acknowledgement Letter to Donor
- Planned Giving Website Home Page IRA Teaser
- Planned Giving Website IRA Charitable Rollover Page
- IRA Charitable Rollover Questions and Answers
