It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.
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Gift Planning Downloads
Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.
Center for Major Gifts
Personal and professional development courses for MGOs. Includes community job board.
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The Planned Giving Authority
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Training
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
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Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.Planned Giving Wiki
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Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
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