SAMPLE LETTER
IRA Charitable Distribution Letter to Plan Administrator

Note:  As always, we recommend consulting with tax advisors to understand the best charitable giving strategy for your situation.

 


 
Your name
Your address
City, State, Zip

Date

Company name
Company address
City, State, Zip

 
Subject: Request for Qualified IRA Charitable Distribution
 

Dear Administrator:

This letter serves as my request to make a direct charitable distribution from my Individual Retirement Account # _______________________ to VoteRiders, a tax-exempt organization, as allowed by Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended 2015-2020 and described in IRS Publication 590-B. VoteRiders’ EIN is: 45-5081831.

Please issue a donation in the amount of $ __________ payable to VoteRiders and mail to the following address:

VoteRiders
171 Pier Avenue #313
Santa Monica, CA  90405

I request this gift be designated for:  VoteRiders – where most needed.

It is my intention that this distribution qualifies for the 20__ tax year. In your transmittal letter to VoteRiders, please include my name and address as the donor of record in connection with this contribution.  Please copy me on your transmittal.

If you have any questions or need to contact me, I can be reached at this telephone number: _______________________. Thank you for your assistance in this matter.

Sincerely,

Your name