Vice President of Principal Gifts and Gift Planning
Oregon State University
Viken Mikaelian CEO, PlannedGiving.Com
IRAs: The Queen on our chessboard…
You know your donors can use an IRA to make a sizeable gift to your nonprofit — but do they? IRAs are the most powerful and flexible game piece on the philanthropy chess board. Let’s play to win!
Under the new tax law, which has greatly limited the deductions donors can take, IRA rollover gifts are a far-more attractive, tax-wise way for donors to make a substantial gift. And with $8 trillion in assets (and growing) on the table, this is an opportunity your nonprofit can’t afford to miss.
In this webinar, you’ll learn:
Rules for IRA gift plans
How to maximize lifetime gifts through IRA rollovers
How to maximize gifts through beneficiary designations
How to effectively market IRA gift plans
How a gift option that uses a CRT funded with an IRA promises to be a lucrative source of planned giving revenue.
New IRA regulations: if they pass who it’s good for and who it will harm (is it “us” against “them”?)
… and much more.
Bonus takeaways for the IRA Rollover:
Promotional copy for multiple direct-mail letters for both early in the year and late in the fall
Follow-up postcards and email text
Letter of instruction your donors can send to their IRA plan providers