SAMPLE LETTER TO IRA ADMINISTRATOR/TRUSTEE/CUSTODIAN
TO REQUEST CHARITABLE DISTRIBUTION
Financial Institution name
City, State Zip
Re: Request for Charitable Distribution from (your name) Individual Retirement Account
Dear Sir or Madam:
Please accept this letter as my request to make a direct charitable contribution of
$____________ from my Individual Retirement Account No._____________ to Pacific
Legal Foundation (Tax ID 94-2197343) as provided by Section 408(d)(8) of the Internal
Revenue Code of 1986, as amended.
The check should be mailed to:
Pacific Legal Foundation
3900 Lennane Drive, Suite 200
Sacramento, CA 95834
Attention: Kim A. DeVincenzi - IRA Gift Processing
In your transmittal to Pacific Legal Foundation, please memorialize my name and address as
the donor of record in connection with this transfer, and please send me a copy me of the
correspondence to Pacific Legal Foundation.
It is my intention to have this transfer qualify during the 2008 tax year. Therefore, it is
imperative that this distribution be postmarked no later than December 31, 2008.
If you have any questions or concerns regarding this request, I can be reached at (telephone
number of donor). Thank you for your prompt attention to and assistance with this matter.
Name of Donor