Serving the Philanthropic Community Since 1927

Suggested Maximum Gift Annuity Rates, Quality Training Opportunities, and Consumer Protection Advocacy

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Charitable IRA Initiative

charitableiraYOU have the opportunity to take action that would be helpful to charities throughout the USA!  The charitable community has the unique opportunity to focus the power of donors around the country on passage of legislation that will simplify the process and the tax liability when donating IRA assets to charity. 

At the middle of 2014 it was estimated that $6,421,000,000,000 (that’s Trillions) was being held in IRA accounts.   Estimates further indicate that approximately 47% of all households in the USA hold 25% of all mutual funds through their personal traditional IRA accounts.

The Initiative is in the process of developing its own web site at  Please keep checking there as the construction continues over the months ahead.  You will also be able to keep up with the activities of the Initiative on the websites of the American Council on Gift Annuities, the Partnership of Philanthropic Planning, and the National Catholic Development Conference.  Please communicate with us through our web sites with questions and comments.

We ask for the influence of your donor community with their legislators and financial support of your organization as we undertake this special opportunity on behalf of all your donors.