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 firstname.lastname@example.org.
[name of plan provider]
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.
Under the special provision included in Section
208 of ATRA, it is my intention to have this transfer qualify for exclusion during the 2012 tax year. Therefore, it is imperative that this distribution be postmarked no later than January 31, 2013.
Thank you for your assistance in this matter.
[your handwritten signature]
[your telephone number]
cc: Kathy Cross, Gift & Estate Planning Manager, Ayn Rand Institute