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RMD Donation Template Letter
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Sample Letter of Request for direct qualified charitable distribution from an individual retirement account. Please customize the content [between the brackets] and remove the blue text in this sample letter before sending it to your IRA administrator. Thank you for supporting Portland Fruit Tree Project!

[Date]

[Name of IRA administrator]

[Address]

[City, State, ZIP]

Dear [IRA administrator Name]:

Please accept this letter as my request to make a direct qualified charitable distribution from my individual retirement account number [insert number here] as provided for by the Protecting Americans from Tax Hikes Act of 2015 and Sec. 408(d)(8) of the Internal Revenue Code of 1986, as amended.

Portland Fruit Tree Project is a qualified 501(c) (3) charitable organization. Their Federal Tax Identification number is 93-0719546. Please issue a check in the amount of $ [Enter Amount] payable to Portland Fruit Tree Project, and mail it to:

Portland Fruit Tree Project

5431 NE 20th Ave

Portland, OR 97211

In your transmittal to Portland Fruit Tree Project, please note my name and address as the donor of this charitable contribution, and copy me on the transmittal at the address below.

It is my intention that this gift complies with IRC 408(d)(8), and have this donation qualify during the [Enter Year] tax year. If you have any questions or concerns regarding this request, I can be reached at the contact information listed below. Thank you for your prompt attention to this matter.

Sincerely,

[Donor signature]

[Name of donor]

[Donor address]

[City, State ZIP]

[Donor email]

[Donor phone number]