Many donors have already taken advantage of this opportunity. In its annual report released in June 2009, Giving USA estimates between $600 million and $1.2 billion in IRA transfers to charity were made in 2008.
Remind the newcomers
Those organizations interested in receiving IRA gifts should consider encouraging the appropriate donors to make such gifts before the end of the year. Among the best prospects for IRA gifts are those who have turned 70½ since 2006, those over 70½ who have made relatively larger gifts (perhaps $500 or more) in the past, and those who have made a previous IRA gift.
To get the word out, consider sending donors “The Charitable IRA,” a six-panel brochure designed to inform donors of this opportunity. In addition to an overview of the special temporary incentive, the brochure includes a section entitled “Could You Benefit?” that provides donors with representative examples of IRA gifts.
To view this brochure or place an order, visit www.sharpenet.com/pubs.