Retirement asset gifts are one of the most tax-savvy ways donors can give — and one of the most confusing to explain. This bundle gives you both halves of the job: a plain-English staff guide so you actually understand how QCDs and IRA beneficiary gifts work, plus five fully editable Canva templates ready to send straight to your donors. What's included: 📘 Gifts of Retirement Assets & QCDs 101 (Staff Guide) — Your own reference, not something you hand to donors. Covers what planned giving is, how QCDs and IRA beneficiary designations differ, current 2026 IRS limits, and a "Talking Points for Donor Conversations" section that answers the questions donors actually ask (can I do this from a Roth? does an extra-large QCD carry over to next year? what happens if the money lands in my account first?). 🎨 5 Editable Donor-Facing Templates (fully brandable in Canva): Qualified Charitable Distributions overview one-pager, with a donor testimonial spot and a side-by-side tax scenario comparison QCD Instructions page walking donors through a real example, start to finish QCD Form your donors can fill out and hand to their IRA trustee IRA Beneficiary one-pager for donors who want to give later instead of now "IRA Beneficiary vs. QCD: What's Right for Me?" comparison chart to help donors (and your gift officers) quickly see which option fits Every donor-facing piece uses simple [Organization Name] placeholders — swap in your org's name, logo, colors, and contact info in Canva and you're ready to print or send as a PDF. No design skills needed. Perfect for: gift officers building out a planned giving program, communications teams prepping year-end appeals, or any small-to-mid-size nonprofit that wants professional retirement-gift materials without hiring a designer or a planned giving consultant.