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Sample Documents For Charitable IRA Transfers

This page contains two sample letters related to Charitable IRA Transfers. For more information on these gifts, please visit our Charitable IRA page.

  1. Letter to your IRA administrator
  2. Letter to Seton Hall

Download a MS Word version of these documents.

Document #1: Sample Request from Plan Owner to Administrator for Charitable Distribution from Individual Retirement Account

Date

Name/Address of Financial Services Firm
Attn: Name of Service Representative/ IRA Administration Unit

RE: Request for Charitable Distribution from My 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 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 Seton Hall University (Taxpayer ID # 22-1500645) at the address below:

Seton Hall University
457 Centre Street
South Orange, NJ 07079
Attn: J.P. Guasconi, J.D., Director of Gift Planning

In your transmittal to Seton Hall, 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 tax year. Therefore, it is imperative that this distribution be postmarked no later than December 31, 2007)

If you have any questions or need to contact me, I can be reached at (owner’s phone #)..

Thank you for your assistance in this matter.

Sincerely,

(Plan Owner/Donor)
Address
Social Security Number


Document #2: Sample Letter from Donor Informing Seton Hall of Forthcoming Qualified Charitable Distribution from Administrator

Date

Joseph Guasconi, J.D.
Director of Gift Planning
Seton Hall University
457 Center Street
South Orange, NJ 07079

Dear Mr. Guasconi:

It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account payable to Seton Hall University in the amount of $___________ from my plan trustee/administrator (name of trustee/administrator, and any contact information).

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 written acknowledgement that states the amount of my gift, that no goods or services were transferred to me by the University 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 number).

Sincerely,

(Donor Name and Address)


Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Seton Hall University by Future Focus. Please report any problems to webmaster. Revised: August 25, 2005 20:53 .


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