IRA Charitable Distribution Sample Letter

Sample Letter from IRA Account Owner to IRA Administrator requesting a Charitable Distribution be made from an Individual Retirement Account: or [Download the Sample Letter]

 

 __________________ (Date)

 

__________________________

__________________________

__________________________
(IRA Administrator and Address)

 

RE: Request for Charitable Distribution from Individual Retirement Account

Dear ______________________:

I am requesting a direct charitable distribution from my Individual Retirement Account #_________________________________ as provided by Sec. 208 of the American Taxpayer Relief Act of 2012 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.

Please issue a check in the amount of $__________________ payable to Southern California Public Radio and mail to the following address:

Southern California Public Radio
Attn: Velincia Ellis
474 South Raymond Avenue
Pasadena, CA 91105

Send the check directly to Southern California Public Radio at the above address. Please include my name on the check or with accompanying correspondence, and send me a copy of the transfer for my records. Questions for SCPR should be directed to Katherine Gfeller in the Planned Giving Office at (626) 583-5145. The Tax ID number of Southern California Public Radio is 95-4765734.

You may contact me at (___) ___-____ if you have any questions. Thank you for your assistance.

Sincerely,

___________________________________ (signature)

[Your Name]
[Your Street Address]
[Your City, State Zip]