Sample Letter of Instruction to IRA Custodian for Charitable Distribution

You are welcome to copy and paste the text below, and adapt for your purposes—or, at your request ARI's Kathy Cross will prepare the letter for you; contact her at 732-242-9408 or kcross@aynrand.org.

[date]

[name of plan provider]
[address]
[address]

RE: Charitable Distribution from Individual Retirement Account

Dear Sir or Madam:

I wish to make a direct charitable distribution from my Individual Retirement Account # [Account Number] as provided by the American Taxpayer Relief Act (ATRA) of 2013 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.

Please issue a check in the amount of $_____________ payable to the Ayn Rand Institute: The Center for the Advancement of Objectivism, tax ID #22-2570926, at the following address:

Attn: Kathy Cross, Gift & Estate Planning Manager
Ayn Rand Institute
2121 Alton Parkway, Suite 250
Irvine, CA 92606

In your transmittal to the charity, please include my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal.

Thank you for your assistance in this matter.

Sincerely,

[your handwritten signature]

[your name]
[your address]
[your telephone number]

cc: Kathy Cross, Gift & Estate Planning Manager, Ayn Rand Institute