QCD Tool Kit Letter Templates
The QCD Toolkit includes two sample letters:
Letter 1 directs your IRA plan administrator to make a distribution directly to the UVA Medical School Foundation from your IRA account. Please note that the Tax ID number is essential to your distribution request. You can download an editable template for this letter in Word by clicking the button below.
Letter 2 notifies the University to expect the gift from your IRA. In it, you also specify how you want your gift to be used. You can download an editable template for this letter in Word by clicking the button below.
For a more complete description of the IRS regulations, please review the most recent version of Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs).
If you have any questions about a Qualified Charitable Distribution, please contact:
UVA Medical Alumni Association and Medical School Foundation (866-315-0947)
UVA Health System Development (800-297-0102)