IRA Rollover Toolkit (Updated)

IRA Rollover Toolkit (Updated)

$497.00

SECURE Act Updates Included

With this new and revised toolkit, promoting the charitable IRA Rollover is now easier than ever. Everything is included to make educating your prospects, and implementing the giving process, be simple and painless.

Legally vetted and approved.

  • Description

With this new toolkit, promoting the charitable IRA Rollover is now easier then ever. Everything is included to make educating your prospects, and implementing the process, be simple and painless.

Included in the IRA Rollover Toolkit:

  • Sample IRA Promotional Letter to Donor (slightly technical)
  • Sample IRA Promotional Letter to Donor (informal)
  • Postcard A (IRA Rollover)
  • Follow-up Email A to Donor
  • Sample End-of-Year Solicitation Letter to Donor
  • Postcard B (IRA Rollover + Appreciated Stock)
  • Follow-up Email B to Donor
  • Postcard C (IRA Rollover + Beneficiary Designation)
  • Sample Letter of Instruction from Donor to Plan Provider
  • Sample Gift Acknowledgement Letter to Donor
  • Planned Giving Website Home Page IRA Teaser
  • Planned Giving Website IRA Charitable Rollover Page
  • IRA Charitable Rollover Questions and Answers

You'll have the information you and your prospects need and, as always, the material are easy to edit and customize.

See our IRA Rollover Landing Page with Video for a more robust, targeted solution.