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 Westminster Schools
1424 West Paces Ferry Road, NW
Atlanta, GA 30327
Tax ID# 58-0566206
In your transmittal to Westminster, 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.
____________ [Plan owner]