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Sign up for a free trial GiftLegacy web site, including IRA Charitable Rollover Marketing information.


What are the best ways to market the new IRA rollover gifts? Let Crescendo show you how to create and utilize eLiterature with the GiftLegacy system to encourage donors to make IRA gifts of $10,000, $20,000, $50,000 or even $100,000 this year.

Guide to the IRA Rollover 2008
The IRA Rollover 2008 could be a gifts bonanza for charities. There could be up to $1 billion or more in new charitable giving from IRAs.

There are five donor categories for current IRA rollover gifts. These are:

  1. Convenience Donor -- very simple and easy method for an end of year gift.
  2. Generous Donor -- wants to give past the 50% of AGI limit.
  3. Major Donor -- board member or trustee who wants to give $100,000.
  4. Social Security Recipient Donor - may avoid the higher 85% tax level on Social Security.
  5. Standard Deduction Donor - gives part of RMD to charity, reduces income tax.
To view the Guide on IRA Charitable Rollovers, CLICK HERE.
To view the Guide on IRA Donor Profiles, CLICK HERE.
Marketing Materials
With a potential $1 billion or more in new charitable giving from IRAs, all charities will want to make a maximum effort to receive IRA gifts this year. GiftLegacy organizations will have a comprehensive IRA marketing system available on their GiftLegacy Web Manager. For information on GiftLegacy CLICK HERE.

The GiftLegacy IRA Rollover Marketing System includes:
  1. IRA eNewsletter articles
  2. IRA Literature: brochures, ads, postcards and articles
    (Logon to the GiftLegacy web manager and customize in InDesign)
  3. New IRA rollover video
    (If you have requested an IRA video, the new video will be added to your website. Please contact us if you would like to add an IRA rollover marketing video to your website)
  4. IRA donor web stories
  5. IRA rollover weekly articles
  6. IRA Charitable Rollover Guide
GiftLegacy users may customize materials with their "logo, look and feel." GiftLegacy IRA rollover marketing options will motivate IRA rollover gifts of all types and sizes. To view IRA rollover marketing examples, CLICK HERE.