Charitable IRA Portfolio

The Charitable IRA Portfolio is a collection of tools designed to help communicate the exciting giving opportunities available to donors. 

If you are an accredited community foundation, but not a member of the Council, please email in order to access the toolkit.

Revised to reflect recent legislative changes, the portfolio includes:

  • Talking points, a fact sheet, and Web content
  • An event presentation
  • Tools that explain which available options might best serve donors
  • Donor and professional advisor advertisements

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