1. Home
  2. IRA

IRA

Sustainable Long-Term Fundraising with Planned Giving Programs

Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.

 

Start a Planned Giving Program

IRA Charitable Rollover

On March 4, the N.C. House of Representatives overwhelmingly approved an amendment to  a bill (S.20) that would have protected the state tax treatment of charitable contributions that seniors make from their individual retirement accounts (IRAs). Thanks to Rep. Rick Catlin (R-New Hanover) for sponsoring the amendment, which passed by a 109-7 vote.