Sample Letter from Donor Informing Charity of Forthcoming Qualified Charitable Distribution from Administrator

B. Ann Brossia
Office of Development
The University of Findlay
1000 North Main Street
Findlay, Ohio  45840

Dear Ann:

It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account payable to your organization in the amount of $____________ from my plan trustee/administrator, ( name of trustee/administrator).

It is my intent to comply with the requirements of Sec. 1201 of the Pension Protection Act of 2006 as extended on October 3, 2008 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended, in connection with this gift.

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 your organization in consideration for this gift, and that my gift will not be placed in a donor-advised fund or supporting organization.

If you have any questions or need to contact me, I can be reached at (telephone).

Sincerely,



(Donor)