[SAMPLE letter from IRA owner to IRA custodian/trustee to authorize a qualified
charitable distribution to the Special Operations Warrior Foundation]
TO: IRA CUSTODIAN/TRUSTEE ___________________________________
Re: Qualified Charitable Distribution from IRA
Dear Sir or Madam:
Please accept this letter as my request and authorization for you to make a qualified
charitable distribution from my IRA account #__________________
It is my intention for this transfer to qualify for the 2009 tax year. Please make sure this
distribution is postmarked no later than December 31, 2009.
Please issue a check in the amount of $______________, made payable to the Special
Operations Warrior Foundation, Inc. [tax ID 52-1183585]. A copy of their IRS tax-
exempt determination letter is attached.
Please send the check to the address provided below and please provide my name and
address as the donor. Please copy me on your communication.
Mailing Address: Special Operations Warrior Foundation
4409 El Prado Blvd.
Tampa, FL 33629
Contact Person: Steve McLeary, Executive Director
Thank you for assisting me with this contribution. This letter is sufficient authorization
for you to make this Qualified Charitable Distribution gift from my IRA. However, if you
require any further documents, please forward those to me for my signature.
IRA OWNER SIGNATURE ________________________________________________
IRA OWNER NAME _____________________________________________________
ADDRESS ______________________________CITY ___________ ST___ZIP_______