Planned Giving through:
Letter to IRA Custodian
Your custodian should have a form for you to complete ordering a charitable IRA rollover. If your IRA custodian does not have a specific form, you may send a letter to the IRA custodian similar to the following:
Re: Request for Charitable Distribution from Individual Retirement Account
Dear Sir or Madam:
Please accept this letter as my request to make a direct charitable distribution in the amount of $______________ from my Individual Retirement Account # _____________ [account number] as provided by Sec. 725 of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.
Distributions should be made payable to:
1125 E 8th Street
York, NE 68467
Tax ID# 47-0418641
My contact at York University is Mr. Jared Stark, Vice President for Advancement, who can be reached by calling (402) 363-5635, or by e-mail at email@example.com.
In your transmittal to York University, please provide my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. If you have any questions or need to contact me, I can be reached at _____________________ [telephone #]. Thank you for your assistance in this matter.