We’re getting pretty good at marketing rollover IRAs here at MarketSmart.
Here are some of the things we’ve learned as we’ve crafted a value proposition that generates massive amounts of money for good causes.
NOTE: If you haven’t cracked the code on seriously turning up the dial with your rollover IRA marketing, maybe it’s time you contacted us?
Why donors like Rollover IRAs
Why fundraisers like Rollover IRAs
>>How to market the charitable IRA rollover?
>>Donors aren’t stupid
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As always, you provide thought-provoking content. May I make one small suggestion? For pt. 6, you said, <> Maybe it would be better just to leave it at “reduce their taxable estate”? Citing a figure could give rise to confusion because: (1) it’s not accurate for single persons (or for some persons whose spouse is deceased); (2) There’s a reasonable chance that the figure will change by year-end in the present political environment; and (3) even if there is no legislative change, the figure is likely to change in January because of inflation indexing.
On the other hand, perhaps it could be possible to provide a tad more information about how doing the QCD can simplify a tax return? I wasn’t aware of this, and it would be good to know about in discussions with donors.
Thanks, as always, for your thought-provoking content.
These are great points. Thank you Sheila.