IRA Sample Letter

Date

Name of IRA administrator
Address
City, State ZIP
RE: Request for Direct Charitable Distribution from IRA

Dear IRA administrator:

Please accept this letter as my request to make a direct qualified charitable distribution from my individual retirement account number [insert number here] as provided for by the Protecting Americans from Tax Hikes Act of 2015 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended for the 2015 calendar year.

Please issue a check in the amount of $___________, payable to Smile Train, Inc. and mail it to:

Smile Train
Attn: Nick McGann
633 Third Avenue, 9th Floor
New York, NY  10017

Smile Train’s federal tax identification number is: 13-3661416

In your transmittal to Smile Train, please note my name and address as the donor of record in connection with this transfer, and copy me on the transmittal at the address below.

It is my intention that this gift complies with IRC 408(d)(8).

If you have any questions or concerns regarding this request, I can be reached at [insert your telephone number and/or email address].

Thank you for your prompt attention to and assistance in this matter.

Sincerely,

Name of donor
Donor’s address
City, State ZIP
Donor’s phone number