1288 Valley Forge Rd. Building 82
(800) 490-7090

IRA Rollover Campaign

New! Promoting a Charitable IRA Rollover gift is now easier then ever. Everything is included to make educating your prospects and implementing the process simpler and more painless than ever for this simple planned gift.

Campaign Contents

  • 3 direct mail postcards covering the benefits of giving through ones IRA
  • 3 e-Broadcasts connecting to landing pages
  • Landing page
  • Advanced analytics
  • A branded estate planning toolkit as an “offer”
  • An IRA brochure in simple, compelling language
  • An optional video like this.

The above include professional graphic design, printing and mailing services.

Supplementary Material

  • “Canned” letter for those who request more information
  • Letter of instruction your donors can send to their IRA plan providers
  • Sample gift acknowledgement letter / Thank You

For a highly customized IRA Rollover Campaign, contact or call us at 800-490-7090.

Watch this video. It can’t get any simpler.
Customization options available. Please inquire.