SAMPLE LETTER FROM DONOR INFORMING CHARITY OF …
SAMPLE LETTER FROM DONOR INFORMING CHARITY OF FORTHCOMING QUALIFIED CHARITABLE DISTRIBUTION FROM ADMINISTRATOR
Mr. Larry Smith
Assistant Vice President for Gift Planning
Baylor University
One Bear Place #97026
Waco, TX 76798
Dear Larry:
It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account for (designation) in the amount of $____________ from my plan trustee/administrator:
(name of trustee/administrator)
(contact information)
It is my intent to comply with current legislative requirements in connection with a Charitable IRA Rollover.
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 Baylor University in consideration for this gift, and that my gift will not be placed in a private foundation, donor advised fund or supporting organization.
If you have any questions or need to contact me, I can be reached at (telephone).
Sincerely,
(Donor)
(address)
(state, zip code)
................
................
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