Klein & Roth Consulting’s December newsletter featured five practical tips for year end fundraising, including this one which I would have totally overlooked:
Remind donors of the IRA Rollover provision, which allows people over 70 1/2 years of age to take money out of their IRA (retirement account) to give to a charity without incurring income tax but still maintaining the deduction. This is a wonderful benefit for retired people who have IRAs.
Independent Sector’s web site has more info on the IRA Charitable Rollover.
Database Tip: Can you select a list of people over age 70 1/2, in order to send them a special note about the rollover provision? It’s easy and inexpensive to add date of birth and age to your database. Inquire about list enhancement data services.
thedatabank, gbc is technology for change, and we walk the talk. 
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