Why Promote Planned Gifts From An IRA?
Your prospects will be thrilled to know they can avoid excess taxes on their hard-earned retirement assets, while at the same time supporting a cause they care about. Beneficiary designations and IRA Rollovers are extremely popular among tax-savvy philanthropists. You can promote gifts of retirement assets any time, but it’s especially effective when you tie it to your year-end giving message.
Do not wait until the last minute. Begin preparation in August and mail the same card three times.
What You Get:
- Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
- Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
- Different layouts to choose from and quality images you can keep or replace with your own.
Adobe InDesign. Swap out incompatible fonts with any fonts you have on your computer.