Posted February 1st, 2016

Help Your Donors Understand the Charitable IRA Law

Do your donors know the benefits of the Charitable IRA provision?

Sharpe Group’s Charitable IRA strategic guide is now available, with history about the Charitable IRA provision, sample marketing language and materials and more. Order here. 

Sharpe has donor communication materials you can use to educate your donors about this law and how it will benefit them:
›› Language for eblasts available on our blog
›› Free postcard PDFs available online for immediate download to print
›› The Charitable IRA brochure

The following Sharpe publications have been updated to reflect recent IRA gift legislation

booklets›› The Charitable IRA
›› Charted Giving Plans
›› Giving Through Retirement Plans
›› Planning for the Future

Charitable IRA gifts often occur near the end of each year. To make the most of all of your year-end giving, check out our year-end giving strategic guide and brochures by clicking here.

For details about these publications and how to order them, click here.

Now that provisions allowing gifts directly from IRAs have been made permanent, it’s a great time to take stock of your gift planning publications.

Stock your gift planning library

Sharpe offers a complete library of booklets you can use in a number of ways. They can be used to provide additional information to interested donors and advisors or in targeted communications designed to promote various gift planning tools. These booklets are professionally written and designed to inform, educate and motivate your donors about some of the most popular and effective ways to make their charitable gifts. The industry’s most experienced team of writers, gift planners, graphic designers and technical experts produce these booklets so readers will find them interesting and easy to understand.

Many booklets include technical advisory sections that feature additional information to help advisors assist donors and clients in the gift planning process.

Personalize your booklets with your organization’s contact information and logo on the front and/or back cover. If you are interested in additional customization of graphics and/or content, ask a Sharpe Group representative.

You can order any of these booklets directly online here. Sharpe staff members can use their extensive experience to help you determine which booklets would be most useful for your program and help answer the questions your donors are most likely to have. Call 901.680.5300 to speak to a representative.

The publisher of Give & Take is not engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of your own counsel should be obtained. Articles in Give & Take may generally be reprinted for distribution to board members and staff of nonprofit institutions and other non-donor groups. Proper credit must be given. Call for details.

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