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Category: Planned Giving

The Fundraiser’s Toolkit for Planned Giving

The most important step in any process is simply starting! How many of us have put off something we need to do around the house for way too long? We need to get our tools and get started! It is the same with planned giving. Don’t wait to start talking about planned giving, just talk about it!

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A Gift, A QCD, and An Impact

Encouraging donors to give from their IRA is a creative way for a donor to give with impact and save on taxes. The impact is the same whether a donor gives from their bank account or their IRA. A QCD gift is a win-win!

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Why IRA Donors are Important Planned Giving Prospects

Every year, if you are over 70.5 years old, you can support a cause you care about AND save on your taxes.  If you have an IRA, you can either take a required minimum distribution (RMD) or take a Qualified Charitable Distribution (QCD). The RMD would be taxable, while the QCD is not taxed.

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