Sample Request Letter to IRA Administrator

 

Subject: Request for Charitable Distribution from Individual Retirement Account


Dear Sir or Madam:


Please accept this letter as my request to make a direct charitable distribution in the amount of $________ from my Individual Retirement Account#________________ [account number].


This distribution should be made payable to:

The Fulton Education Foundation, Inc.

Address: 2870 Peachtree Road NW #187, Atlanta, GA, 30305

Federal Tax ID Number: 58-1680963 


In your transmittal to The Fulton Education Foundation, please include my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. If you have any questions or need to contact me, I can be reached at ______________ [telephone number].


Thank you for your assistance in this matter.


Sincerely,

____________ [Plan owner]