IRA (Create a Legacy With Your IRA)

Let donors know they can name you as the beneficiary of their retirement plan, then use other assets not subject to income tax to make gifts to heirs. Your organization, as a qualified non-profit, won’t pay income tax on the distribution and their heirs will receive their share of the estate without the burden of extra taxes.

The postcard copy also mentions the IRA Charitable Rollover that provides one with an excellent opportunity to make a gift during lifetime from an asset that would be subject to multiple levels of taxation if it remained in their taxable estate.


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Gifts through Retirement Plans

  • Covers general retirement plan giving
  • IRA Rollover (QCD – Qualified Charitable Distribution)