Sample Letter for IRA Distribution

Sample Letter 

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Request from You (IRA Plan Owner) to IRA Administrator for Charitable Distribution 

[Date] 
[IRA Administrator Name] 
[IRA Administrator Address] 

Re: 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 from my Individual Retirement Account # ________________, as provided by the Protecting Americans from Tax Hikes Act of 2015. 

Please issue a check in the amount of $___________ [not to exceed $100,000] payable to American Players Theatre and mail it to:

P.O. Box 819

Spring Green, WI 53588

APT'stax ID is #39-1583361

In your transmittal to American Players Theatre, please include my name and address as the donor of record in connection with this distribution. Please copy me on your transmittal. 

It is my intention to have this transfer qualify for the 20__tax year. Therefore, it is imperative that this distribution be postmarked no later than December 31, 20__. 

If you have any questions or need to contact me, I can be reached at ________ [provide your telephone number or email address]. 

Thank you for your assistance in this matter. 

Sincerely, 

_________________________________ 

Your Name 
Your Address