Guideboat Financial has developed an entirely new planned giving strategy to enable donors to create a lifetime income gift annuity from their IRA and other retirement plan assets.
Perhaps you are already making or accepting "QCD" direct rollover gifts from IRA's. This new gift annuity plan is the logical next step because well informed donors will soon become more aware of a recent IRS addition to QCD's and will no doubt be seeking out charities that can offer them gift annuities for their IRA’s. Guideboat Financial's plan will allow such organizations to answer, “YES!”
Donors generally like the idea of guaranteed lifetime income because most donors fear outliving their retirement assets. For charities, IRA’s should be a natural target because it’s where most donors have saved most of their money. The Congressional Research Service proved this in 2022 when they found that IRA assets then totaled more than $11.5 Trillion dollars.
We are confident that this is a strategy that can play an important role for donors and not for profits alike as they work to grow all planned giving donations in the future.
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