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.


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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