It's easy when you use this sample Distribution Request Letter
Please feel free to copy and paste this into an email to your IRA Administrator.
[Your Name]
[Your Address]
Date
[Name of IRA administrator]
[IRA Administrator Address]
RE: Request for a Qualified Charitable Distribution or Charitable Rollover from IRA
Dear IRA administrator:
Please accept this letter as my request to make a qualified charitable distribution, also known as a charitable rollover from my Individual Retirement Account #[ ______________________] as provided in The Protecting Americans from Tax Hikes Act of 2015 and Section 408(d)(8) of the Internal Revenue Code of 1986, as amended.
Please issue a check in the amount of $[___________] payable to GLYNN VISUAL ARTS and mail it to:
Glynn Visual Arts
106 Island Drive
Saint Simons Island, GA 31522
Tax ID #58-0948772
In your transmittal, please include my name and address as the donor of record in connection with the distribution and copy me.
It is my intention that this distribution qualify for exclusion from my taxable income during the [insert tax year].
If you have any questions or need to contact me, I can be reached at [insert contact information].
Thank you.
[Your Name and Email]