Sample Request Letter from Plan Owner to your IRA Administrator for a Charitable Distribution from an IRA
Re: Request for Charitable Distribution from Individual Retirement Account
Dear Sir or Madam:
Current policy permits a rollover directly from an IRA to a qualified public charity. As the owner of IRA account # _____________________________ that is in the custody of your organization, I request that you transfer from that account the sum of $____________ to Music at Penn Alps, Inc. located in Grantsville, Maryland. The federal tax ID number for Music at Penn Alps is 52-2131916.
Distributions should be made payable to:
Music at Penn Alps
PO Box 668
Grantsville, MD 21536-0668
Tax ID# 52-2131916
You can reach Music at Penn Alps by calling (443) 414-3955, or by email at contributions@musicatpennalps.org. In your transmittal to Music at Penn Alps please memorialize my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. If you have any questions or need to contact me, I can be reached at ____________________ [telephone number or email address]. Thank you for your assistance in this matter.
Sincerely,
[Plan owner]
Sample Letter from Donor Informing Music at Penn Alps of a Forthcoming Charitable Distribution from IRA Trustee/Administrator
Music at Penn Alps, Inc.
PO Box 668
Grantsville, MD 21536-0668
To Whom It May Concern:
It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account (IRA) to Music at Penn Alps in the amount of $[amount contributed] from my plan trustee/administrator,[name of IRA trustee/administrator].
It is my intention to comply with current policy that permits a rollover directly from an IRA to a qualified public charity.
Accordingly, upon your receipt of payment from my trustee/administrator, please send me a contemporaneous written acknowledgement that states the amount of my gift, that no goods or services were transferred to me by Music at Penn Alps in consideration for this gift, and that my gift will not be placed in a donor advised fund or supporting organization. Even though I will receive an acknowledgement of this distribution, I understand that there is no federal charitable income tax deduction for this distribution.
[Optional]: I intend for my gift to The Nature Conservancy to be used for the following purpose: [gift designation, if any].
If you have any questions or need to contact me, I can be reached at the following telephone number: .
Sincerely,
[Your name]