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Qualified Charitable Distribution Designated Gift Form Upon receipt of my Qualified Charitable Distribution (CD) gift of: (CD amount) In any and all Donor Recognition associated with this gift, please
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How to fill out qualified charitable distribution designated

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How to fill out qualified charitable distribution designated

01
Contact your IRA custodian to request a qualified charitable distribution form.
02
Fill out the required information on the form including the amount you wish to donate to a qualified charity.
03
Specify the charity you want to donate to and provide their name and address.
04
Sign and date the form as required by your IRA custodian.
05
Submit the form to your IRA custodian for processing.

Who needs qualified charitable distribution designated?

01
Individuals who are aged 70½ or older and have traditional IRA accounts.
02
Those who want to make charitable donations directly from their IRA accounts and reduce their taxable income.
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Qualified charitable distribution designated is a direct transfer of funds from an individual retirement account (IRA) to a qualified charity.
Individuals who are age 70½ or older and want to donate funds from their IRA to a qualified charity.
To fill out qualified charitable distribution designated, individuals must request a distribution from their IRA custodian and have the funds sent directly to the charity.
The purpose of qualified charitable distribution designated is to allow individuals to donate funds from their IRA to a charity without incurring taxes on the distribution.
The information that must be reported on qualified charitable distribution designated includes the amount of the distribution and the qualified charity that received the funds.
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