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

IRA Rollover Campaign

Charitable IRA Rollover

Promoting it now is easier than ever.

Everything is included in this marketing campaign to make educating your prospects and implementing the process simple and painless for this “tax free” planned gift.

We do all the work but we also provide you the choice to utilize a complete do-it-yourself IRA Rollover Toolkit in Microsoft Word.

Important: Make sure to utilize this free internal marketing tool to convince your boss and your board. Includes letter to donor and custodian.

Toolkit Contents

  • Landing Page (Sample); includes:
  • 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)
  • An estate planning toolkit you can customize 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.

Sample landing page

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 copyright notice.

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