Sample Draft of Email Or Letter to Your Ira Custodian

Sample Request Letter from IRA Account Owner (Donor) to Donor’s IRA Administrator for Charitable Distribution from Donor’s IRA to WETA. [Date of Letter] [Administrator Contact Name and address] RE: 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 $______payable to the Greater Washington Educational Telecommunications Association, INC. (“WETA”) (Federal Tax Identification (TIN) #53-0242992), and forward the check directly to the address below: WETA Attn: Debbie Eliason 3939 Campbell Avenue Arlington, VA 22206-2269 Or, you may directly deposit the amount of $______into the G W E T A Inc. Membership account at Bank of America Merrill Lynch, Washington, D.C. 20005:  Bank’s ACH ABA: 054001204  Bank’s Wire ABA: 026009593  Bank Account Number: 001921246162  Address on Account: 3939 Campbell Ave., Arlington, VA 22206 In your transmittal to WETA, please recognize my name and address as the donor of record in connection with this transfer. Please also copy me on your transmittal communication. It is my intention to have this transfer qualify for income tax exclusion during the current tax year; therefore, this distribution must be postmarked no later than December 31st. Thank you for your assistance in this matter.

Sincerely,

[Signature] [Your name, address, and telephone number] cc: Debbie Eliason Senior Director, Planned Gifts, WETA