SAMPLE REQUEST LETTER
FROM IRA ACCOUNT OWNER (DONOR)
TO IRA ADMINISTRATOR
FOR CHARITABLE DISTRIBUTION FROM AN IRA
Dear Sir or Madam:
Please accept this letter as my request to make a direct, qualified charitable
distribution from my Individual Retirement Arrangement #____________________
as provided by The Protecting Americans from Tax Hikes Act of 2015.
Please send me the appropriate documentation, as needed, to issue a check from my
IRA account in the amount of $___________________ directly payable to the U.S.
Naval Academy Foundation. The check should be mailed directly to the address
U.S. Naval Academy Foundation
Attn: Keisha Watkins
Office of Planned Giving
291 Wood Road, Beach Hall
Annapolis, MD 21402
The federal tax ID number for the U.S. Naval Academy Foundation is 23-7003516.
In your transmittal of the IRA check to the Naval Academy Foundation, please
include my name and address as the donor of record in connection with this
distribution. Please copy me on your transmittal. Additionally, it is imperative this
distribution be postmarked no later than December 31 of this year.
If you have any questions or need to contact me, I can be reached at _____________.
Thank you for your assistance in this matter.
(IRA Account Owner)
cc: Keisha Watkins