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 email@example.com 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
Already logged in? Go to download the toolkit now.