IRA Distribution Letter
IRA Distribution Letter Template
This one-page letter is pre-filled with the information you need to make a distribution to Saint Xavier University. Simply add your information, print the letter, and mail to your retirement account provider (address below). Please delete these instructions before printing the letter.
May 4, 2024
RE: Request for Direct Qualified Charitable Distribution from IRA
Dear IRA administrator:
Please accept this letter as my request to make a direct qualified charitable distribution from my individual retirement account number [insert number here] as authorized under Sec. 408(d)(8) of the Internal Revenue Code, as amended.
Please issue a check in the amount of $[amount], payable to Saint Xavier University and mail it to:
Saint Xavier University
3700 West 103rd Street, Chicago, IL 60655
The qualified charitable organization’s federal tax identification number is: 36-2177133
In your transmittal to the above named charitable organization, please memorialize my name and address as the donor of record in connection with this transfer, and copy me on the transmittal at the address below.
It is my intention that this gift complies with IRC 408(d)(8). It is also my intention to have this transfer qualify during this tax year.
If you have any questions or concerns regarding this request, I can be reached at [Your Phone Number] or [Your Email Address].
Thank you for your prompt attention to and assistance in this matter.
Sincerely,
[Your First and Last Name]
[Your Address]
[Your City, State ZIP]
[Your Phone Number]
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
