RMD and Stock Distribution Guide
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]
Date
[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 Temporarily Restricted Fund for the use of ________________________ [name of academic program or scholarship] at the Community Foundation for Greater New Haven.
- Prior to transferring shares, please contact The Community Foundation and provide the following information:
- Name of your broker and firm assisting with the transfer
- Stock name and number of shares
- How you would like this gift to be used (i.e., the Gateway Community College Foundation Temporarily Restricted Fund)
- Please advise heidi.green@ctstate.edu 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 receive 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: lestacion@cfgnh.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