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QCD Starter Pack
Stop Leaving Smart Money on the Table
Every year, your donors age 73 and older are required to take money out of their IRAs — whether they need the income or not. For many of them, giving directly from their IRA is the most tax-efficient way to support your mission.
The problem: most nonprofits don’t have the infrastructure to make it easy. No dedicated webpage. No staff training. No acknowledgment letter designed for this type of gift. And when the check arrives, nobody quite knows what to do with it.
The QCD Starter Pack fixes all of that.
You don’t need a task force. You don’t need a committee. You need a cup of coffee and the willingness to get it done.
Why This Is Different From Other QCD Tools
Other platforms offer QCD marketing templates — hosted on their own site, behind an annual subscription that often runs $2,500 or more. When you stop paying, that content disappears from your website. This Starter Pack is yours to keep.
And it goes further than any other platform. It trains your staff on how QCDs actually work. It prepares your team for the donor conversations that will come up. And it gives you everything you need to handle these gifts confidently and correctly — not just to market them.
What This Will Do for Your Organization
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Open a new gift revenue stream without adding staff
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Give you structure for a dedicated QCD webpage — live in under an hour
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Equip your team to recognize, process, and acknowledge QCD gifts correctly
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Prepare your staff for donor conversations about more complex giving vehicles
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Build donor trust with a professional, prepared response when these gifts arrive
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No annual subscription. No vendor dependency. No guesswork.
Just a practical system — built by a fundraiser with 20 years of success, securing tens of millions of dollars in current and deferred gifts.
Inside this guide, you’ll find:
QCDs Explained — Staff & Board Training Guide
Plain-English instruction covering how IRAs work, what Required Minimum Distributions are, why donors choose QCDs, and the practical rules your team needs to know — including how to handle donor conversations when a gift can’t be processed the way a donor intended. Designed so anyone on your team can understand this without a background in planned giving.
Done-For-You Website Copy
A fully written QCD webpage — including a benefits section, step-by-step giving instructions, FAQ language, and a proper disclaimer. Customize your organization’s details and publish. That’s it.
QCD Gift Acknowledgment Letter
A compliance-ready letter template with the specific language required for IRA gifts — different from your standard acknowledgment. Instructions included on what to keep, what to customize, and what to remove.
How to Recognize & Process QCD Checks
Practical guidance on how these gifts arrive, what they look like, and what to do when the donor’s name isn’t included — because that happens more than you’d expect.
Final Notes & Best Practices
Database coding, annual giving statement considerations, year-end deadlines, and a reminder to confirm the current annual QCD limit every January.
Implementation Checklist
Step-by-step launch guide. Train your team, publish your page, set up your acknowledgment letter. One hour. Done.
ONLY $975
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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 7 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.