Sample Request for Direct Qualified Charitable Distribution from your IRA
Dear (insert name of your IRA administrator)
Please accept this letter as my request to make a direct Qualified Charitable Distribution from my Individual Retirement Account (IRA) # (insert your IRA account number) as authorized under section 408(d)(8) of the Internal Revenue Code.
Please issue a check in the amount of $ (insert dollar amount), payable to The Athens Conservancy, and send the check to the following address:
The Athens Conservancy
PO Box 2281
Athens, OH 45701
The Athens Conservancy’s federal tax identification number is 32-0035073.
In your transmittal to The Athens Conservancy, please indicate my name and address as the donor of record in connection with the transfer, and copy me on the transmittal at (enter your address).
It is my intention that the gift complies with the IRC code, and it is also my intention that this transfer qualifies during the (insert year) tax year. It is important that this distribution be postmarked no later than December 31, (insert year).
If you have questions, please call me at (insert your phone number).
Thank you!
(Insert your name, and date)