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QCD Starter Pack
Stop Leaving Smart Money on the Table
If you serve donors age 73+, you are likely sitting on Qualified Charitable Distribution (QCD) revenue — whether you realize it or not. And if you’re not actively promoting and properly processing IRA gifts, you’re unintentionally making it harder for donors to give.
The QCD Starter Pack gives you a simple, compliant system to confidently promote, accept, and acknowledge Qualified Charitable Distributions — without hiring a planned giving staff.
Why This Matters
Donors age 73 and older must take Required Minimum Distributions (RMDs) from their traditional IRAs. For many of them, giving directly from their IRA is the most tax-efficient way to support your mission — whether or not they itemize deductions.
If you’re not educating them, another nonprofit will — and they’ll reap the financial reward.
I’ve been in fundraising since before QCDs even existed. I’ve educated thousands of donors on this strategy and seen firsthand how it leads to larger annual gifts, more consistent year-over-year giving, and stronger donor retention. This isn’t theory. It’s practical fundraising.
How This Is Different
There are national vendors that offer QCD marketing tools. I’ve worked alongside many of them.
Here’s what they offer: they host a page for you on their own system. Once you stop paying their annual fee (often $2,500+), that portion of “your” website disappears.
Even more concerning? Most don’t explain how QCDs actually work. They don’t train your staff on how to recognize and properly process these gifts. And guidance around acknowledgment standards, pledges, event tickets, and material benefits is missing.
That’s risky.
Because QCDs aren’t just a marketing opportunity — they’re a compliance issue.
This Starter Pack is different.
It doesn’t just give you copy. It gives your team clarity, confidence, and practical guidance — all in one place.
What This Starter Pack Will Do for You
- Put you on the path to increased revenue
- Protect your organization
- Save time
- Build donor trust
No fluff. No generic brochures. No compliance guessing.
Just a practical system to help your small-but-mighty nonprofit secure QCD gifts the right way.
Product Details
The QCD Starter Pack is a structured, ready-to-use implementation guide designed to help your nonprofit confidently promote, accept, and properly process Qualified Charitable Distributions.
Inside this 15-page guide, you’ll find:
Introduction + Overview
A clear explanation of how to use the Starter Pack within your organization.
QCD Training Section (QCDs Explained + Practical Guidance)
Plain-English instruction covering:
– What an IRA is (Traditional vs. Roth)
– What a Required Minimum Distribution (RMD) is, including deadlines
– Legislative background of QCDs
– Annual giving limits and inflation adjustments
– Why donors choose this method
– Compliance considerations around pledges, event tickets, sponsorships, and material benefits
Designed so staff and board members can understand the fundamentals and avoid common compliance mistakes.
Website Verbiage
Fully written QCD webpage copy, including a benefits section, step-by-step “How to Give” instructions, FAQ language, and customization notes to help you publish quickly and professionally.
Gift Acknowledgment Letter
QCD-specific acknowledgment language with proper IRS disclosure text to ensure accurate donor communication.
How to Recognize & Identify QCDs
Practical instruction on how these gifts are issued, what they look like when they arrive, and how to handle missing donor information.
Final Notes + Best Practices
Important reminders around tracking, database coding, annual statements, inflation adjustments, and year-end deadlines.
Implementation Checklist
A concise, actionable checklist to help you launch your page, train your team, and maintain your QCD process year after year.Delivery
You will receive a link to download a .docx. For products that also include Canva templates, links to the templates will be included in the .docx. You have 30 days to download the .docx through the link. The links to the included Canva templates will last at least 30 days.
Return & Refund Policy
All sales of Digital Products are final. No refunds are allowed due to the immediate access and nature of digital products.