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

IRA Rollover Campaign

Promoting a Charitable IRA Rollover is easier than ever.

Everything is included in this marketing toolkit to make educating your prospects and implementing the process simpler and painless than ever for this planned gift.

We did all of the work so all you have to do is present and look good.

Toolkit Contents

  • Landing Page (Sample); includes:
    • Video
    • Description in simple, plain English
    • FAQs
    • Sample letter for the bank
  • Frequent Questions on the landing page
  • A video clearly explaining the IRA Rollover; can be branded with your logo for an additional fee
  • Promotional copy for direct mail letters for both early in the year and late in the fall
  • Two follow up emails to donors connecting to landing pages
  • Postcard Template: 5 creative “front” sides for 5 postcards with 1 boiler-plate back (Adobe InDesign required)
  • A branded estate planning toolkit as an “offer”
  • A flier that can be mailed out and posted online
  • Analytics.

Supplementary Material

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


  • An IRA brochure in simple, compelling language (nice follow-up piece to send to those who request information; great leave-behind at events); printed in 4-colors

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

The cover of this video can be branded with your logo. An additional fee applies.

This product does not include graphic design, printing, list management and mailing services.
All contents are copyright protected and licensed to one charity only.
Please read our notice.

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