Charitable IRA Rollover Opportunity
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The House and Senate approved The Pension
Protection Act of 2006 and the President signed this legislation
on August 17, 2006. The bill contains a number of important
provisions that will affect how many donors will choose to give
between now and December 31, 2007, including new opportunities for
persons over the age of 70½ to make gifts from traditional and
Roth IRA accounts.
For information on how this legislation may impact the content and timing of your fund development efforts, and materials designed to communicate the benefits of this legislation to your donors, click on the links below.
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Marketing Memo (8/21/06) [ PDF ]
Request IRA Rollover Marketing Materials
"Questions & Answers About Retirement Giving in 2007" [ PDF ] EZ Reader™
"Questions & Answers About Retirement Plans" [ PDF ] - Updated for PPA
Giving Through Retirement Plans
For the full text of the bill, the Joint Committee explanation, and the Ways and Means summary, click the following links:
Text of Charitable Section of the Pension Protection Act of 2006
Joint Committee Explanation (Scroll to page 263)
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