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  • 1.  Sample Language for Donor Inquiries About Qualified Charitable Distributions

    Posted 12 days ago

    Good morning,

     

    I'm wondering if anyone would be willing to share a document or sample language that you provide to donors who inquire about Qualified Charitable Distributions (QCDs). If you have a handout, FAQ, or guidance that you're comfortable sharing, I would greatly appreciate seeing how others communicate this information to donors.

     

    Thank you in advance!

     

     

    Amanda Haney

    Director Gift & Data Management

    Advancement Operations

     

    +1 603 862 2041 (office)

     

    University of New Hampshire

    9 Edgewood Road, Durham, NH 03824

    unh.edu

     

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  • 2.  RE: Sample Language for Donor Inquiries About Qualified Charitable Distributions

    Posted 12 days ago

    Hi Amanda,

    Here is one example of an organization that provides a full, publicly accessible website specifically for gift planning. This is the page on QCDs. https://tpl.planmygift.org/give-from-your-ira.

    While the organization can edit these, the site and template for these pages are a product of one of the leading gift planning consultancies.

    Mike



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    Mike Fischer
    Sage70
    mike@sage70.com
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