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Sample Request Letter to IRA Administrator

Subject: 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].

This distribution should be amade payable to:

The Frisch School

Attention: Advancement Office

120 W Century Blvd

Paramus, NJ, 07652

Tax ID# 22-1937461

In your transmittal to Frisch, please include 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 number].

Thank you for your assistance in this matter.

Sincerely,
____________ [Plan owner]