Q&A about HR4 Lead Management
Here are answers to questions many of you have asked about the leads from the Pension Protection Act Mailer.
Download Q&A
Here are answers to questions many of you have asked about the leads from the Pension Protection Act Mailer.
Download Q&A
March of Dimes Pension Protection Act Training Class is ready for viewing.
Here is a great article that shows how Philanthropy is gaining momentum. A great read!
Download Article -”Best Time Ever”
The March of Dimes has mailed the postcards thus beginning their IRA rollover campaign.
You can download a copy of the response packet information that the March of Dimes sent to those people who response to their 2006 Pension Protection Act mailer.
Click here to Download
Joel Preston and the March of Dimes have prepared some marketing and information materials for your use. We are submitting the Word Documents to compliance.
Click here to Download (Its a very small zip file.)
The zip file contains the following document templates:
Overview - Now, You Can Use Your IRA to Make Charitable Gifts
IRA Rollover Stories
IRA Custodian List
IRA Marketing Worksheet