IRA Charitable Rollover Sample Letter

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Dear Representative _____________:

On behalf of [your organization], I am writing to ask you to support and extension of the IRA charitable rollover provision included in House tax extenders legislation before it expires on December 31, 2009.

This valuable tax incentive has allowed thousands of older Americans to make direct gifts to charities from their Individual Retirement Accounts (IRAs), resulting in millions of dollars of new contributions that have enabled nonprofits – including hospitals, human services charities, and religious organizations – to sustain vital programs that have enriched lives and provided support to individuals and families in need, particularly in these difficult economic times.

[Explain how your organization has used donations from IRA rollovers to have an impact in your community.]

If Congress does not extend the IRA Rollover before it expires on and the provision is delayed or postponed, charities will be starved indefinitely of much needed gifts that they have come to rely on to maintain or enhance the programs they provide to their communities. The uncertainty of re-enactment makes it extremely difficult for donors and financial advisors to plan their charitable giving and impedes the transfer of gifts that are critical to providing much needed programs and services. We strongly urge you to make sure that the IRA charitable rollover provision is extended this year to help charities continue the good work they do in your congressional district.

Sincerely,

Last updated: November 20, 2009