Charitable IRA
3/10/2010 update: This afternoon the Senate passed H.R.4213, the Tax Extenders Act of 2009, which includes a provision that would retroactively extend the IRA Charitable Rollover through December 31, 2010. The House approved its version of tax extenders legislation in December. The act will now go to conference with the House. CMF members and staff will be at Foundations on the Hill next week and will bring back updates on the next steps. Stay tuned!
Tax-free gift opportunity ended December 31, 2009
The Charitable IRA legislation making it possible for Americans age 70˝ and older to transfer their retirement assets tax-free to charity during their lifetimes is set to expire on December 31, 2009.
In the final days of the Charitable IRA, you can make sure prospective donors are aware of this opportunity by reaching out to them, their professional advisors and your local media outlets.
Share this opportunity before year end by using the Charitable IRA tools below. They’re easy to customize and use, starting with the simple three-step marketing plan.
CMF Members: please note that you must log in to download these documents.Download all Charitable IRA tools.
Download tools individually:
