Sample IRA Language

Dear IRA Manager,

I request that you make a direct charitable distribution to Washington & Jefferson College from my Individual Retirement Account #_________________, as provided by the American Taxpayer Relief Act of 2012.

Please issue a check from the above IRA account in the amount of $________________, payable directly to Washington & Jefferson College, and send the check to the address below:

Ms. Kim Paletta
Washington and Jefferson College
60 S. Lincoln Street
Washington, PA  15301
Phone:  724-223-6078

Washington and Jefferson College’s tax ID number is:  25-0965601.  These funds are to be used for ____________________________.

In your transmittal letter to Washington and Jefferson College, please mention my name and address as the donor of record in connection with this transfer.  Also, I request a copy of the letter.  I intend to make this gift in the 2013 tax year, therefore it is imperative that this gift be postmarked by December 31, 2013.

If you have any questions I may be reached at _______________.   Thank you for your assistance with this transfer.

Sincerely,

(IRA donor name)
(IRA Account #)

cc:  Kim Paletta