Guideboat Financial has developed an entirely new planned giving strategy to enable donors to create a gift annuity from their IRA and other retirement plan assets.
Perhaps you are already accepting "QCD" direct rollover gifts from IRA's. This new gift annuity plan is just the logical next step because donors will soon become more aware of a recent IRS addition to QCD's and will no doubt be asking you if you can offer them gift annuities for their IRA’s. Guideboat Financial's plan will allow you 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 as you work to grow your organization's planned giving donations in the future.
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