Sample Letter from IRA Account Owner to IRA Administrator requesting a Charitable Distribution be made from an Individual Retirement Account:
__________________ (Date)
__________________________
__________________________
__________________________ (IRA Administrator and Address)
RE: Request for Charitable Distribution from Individual Retirement Account
Dear ______________________:
I am requesting a direct charitable distribution from my Individual Retirement Account #_________________________________ as provided by The Protecting Americans from Tax Hikes Act of 2015 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.
Please issue a check in the amount of $__________________ payable to My Darling Theo Foundation and mail to the following address:
My Darling Theo Foundation Attn: Alyssia Alexandria PO Box 1104 Studio City, CA 91614
Send the check directly to My Darling Theo Foundation at the above address. Please include my name on the check or with accompanying correspondence, and send me a copy of the transfer for my records. Questions for My Darling Theo should be directed to Alyssia Alexandria, Founder / Officer of Planned Giving at (510 ) 499-4035. The Tax ID number of My Darling Theo Foundation is 27-2642899
You may contact me at (___) ___-____ if you have any questions. Thank you for your assistance.
Sincerely,
___________________________________ (signature)
[Your Name] [Your Street Address] [Your City, State Zip]
