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Sample Letters for IRA Donations You may use these sample letters to communicate with your IRA plan administrator instructing them to make a charitable distribution to the Food Bank, and to send a letter to the Food Bank notifying us that we should be expecting your donation. Thank you for your support! Sample Request from Plan Owner to IRA Custodian for Charitable Distribution from Individual Retirement Account 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 from my Individual Retirement Account # (Account Number) as provided by the Sec. 1201 of the Pension Protection Act of 2006 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 Southwestern Virginia Second Harvest Food Bank at the address below: Southwestern Virginia
Second Harvest Food Bank In your transmittal to the charity, please memorialize my name and address as the donor of record in connection with this transfer. Please copy me on your transmittal. (Optional paragraph for requests occurring close to year-end) It is my intention to have this transfer qualify for exclusion during the (2007 or 2008) tax year. Therefore, it is imperative this distribution be postmarked no later than December 31, 200_. If you have any questions or need to contact me, I can be reached at (telephone). Thank you for your assistance in this matter. Sincerely, Sample Letter from Donor Informing Charity of Forthcoming Qualified Charitable Distribution from Administrator Attn: Ms. Amy Milberger Dear Ms. Milberger: It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account payable to the Food Bank in the amount of $____________ from my plan trustee/administrator, ( name of trustee/administrator). It is my intent to comply with the requirements of Sec. 1201 of the Pension Protection Act of 2006 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended, in connection with this gift. Accordingly, upon your receipt of payment from my trustee/administrator, please send me a contemporaneous written acknowledgement that states the amount of my gift, that no goods or services were transferred to me by your organization in consideration for this gift, and that my gift will not be placed in a donor advised fund or supporting organization. If you have any questions or need to contact me, I can be reached at (telephone). Sincerely,
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