RMD and Stock Distribution Guide
Making a gift through your IRA or a gift of appreciated stock?
This guide can help.
[Your Name] [Your Address]
[Name of IRA administrator] [IRA Administrator Address]
RE: Request for a Qualified Charitable Distribution or Charitable Rollover from IRA
Dear: (IRA administrator):
Please make a qualified charitable distribution, also known as a charitable rollover from my Individual Retirement Account #[ ______________________] as provided in The Protecting Americans from Tax Hikes Act of 2015 and Section 408(d)(8) of the Internal Revenue Code of 1986, as amended.
______ Please make a check in the amount of $[__________] to The Gateway Community College Foundation, 20 Church Street, New Haven, CT 06510
______ Please make a stock transfer to the Gateway Community College Foundation Fund for the use of ________________________ [name of academic program or scholarship] at the Community Foundation for Greater New Haven.
1. Prior to transferring shares, please contact The Community Foundation and provide the following information:
a. Name of your broker and firm assisting with the transfer
b. Stock name and number of shares
c. How you would like this gift to be used (i.e., the Gateway Community College Foundation Fund)
2. Please advise email@example.com and the CFGNH, directly or through your broker, when the stock transfer is complete.
Once the gift is received and processed by The Community Foundation, you will received a gift acknowledgement letter.
The contact at The Community Foundation for notifications, questions and information is:
Ms. Linda Estacion Director of Donor Services and Development Operations
Phone Number: 203-777-7069 Fax Number: 203-787-6584 Email: firstname.lastname@example.org
The Community Foundation for Greater New Haven Brokerage Account Options:
· Merrill Lynch/Bank of America Account Number: 81204182
DTC Number: 8862
Contact Person: Elizabeth Hartmayer
Phone Number: 203-789-2470
Fax Number: 203-635-4535
· UBS Account Number: LH39063 14E
DTC Number: 0221
Contact Person: Denise Rasicot
Phone Number: 203-498-3327
Fax Number: 855-249-2312
The Community Foundation’s address is:
70 Audubon Street, New Haven, CT, 06510