Sample E-mail to IRA Custodian
Dear IRA Custodian,
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, effective from Jan. 1, 2010 to Dec. 31, 2011, permits a rollover directly from an IRA to a qualified public charity. As the owner of IRA account #_________________ that is in the custody of your organization, I request that you transfer from that account the sum of $_________________ to Saint Mary’s College, 110 Le Mans Hall, Notre Dame, IN 46556. The Federal Tax ID Number for Saint Mary’s College is 35-0868158.
It is my intention to make a Qualified Charitable Distribution (QCD) to Saint Mary’s College from my IRA, which may fulfill part or all of my IRA required minimum distribution for this year.
This letter is sufficient authorization for you to make this QCD gift. However, if you require any further documents, please promptly e-mail those to me.