[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-285784-105":53,"doc-detail-285784-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","catholic-extension-qualified-charitable-distribution-sample-letter","Catholic Extension - Qualified Charitable Distribution Sample Letter","","This document provides a formal template for individuals wishing to execute a Qualified Charitable Distribution (QCD) from their Individual Retirement Account (IRA) to Catholic Extension. It outlines the necessary instructions for IRA administrators to process these tax-advantaged donations, including the organization's mailing address, tax identification number, and donor information requirements. By utilizing this standardized letter, donors can ensure their contributions meet the regulatory criteria established by the Protecting Americans from Tax Hikes Act of 2015, facilitating a seamless transfer process that adheres to specific tax year deadlines and reporting protocols for charitable giving. This professional correspondence template serves as a vital tool for supporters aiming to manage their philanthropic impact while optimizing their retirement account assets. Users are encouraged to consult with their financial or legal advisors to confirm that these arrangements align with their comprehensive estate and tax planning strategies, ensuring compliance with current federal guidelines and organizational requirements for processing direct charitable gifts.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/catholic-extension-qualified-charitable-distribution-sample-letter/285784/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/catholic-extension-qualified-charitable-distribution-sample-letter/285784.png","ImageObject",442,249,{"name":88,"@type":89},"Liam","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of this document?","Question",{"text":109,"@type":110},"This document is a sample letter that provides instructions to an IRA administrator to facilitate a Qualified Charitable Distribution (QCD) from an individual's retirement account to Catholic Extension.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What information must the IRA administrator include in the transmittal?",{"text":114,"@type":110},"The administrator should include the donor's name and address as the donor of record and provide a copy of the transmittal to the donor.",{"name":116,"@type":107,"acceptedAnswer":117},"Does this letter constitute legal or tax advice?",{"text":118,"@type":110},"No, the document includes a disclaimer stating that it is not intended as legal, accounting, or professional advice and suggests consulting a qualified professional for planning purposes.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},285784,1790203991,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":4},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Sample letter of instruction for your custodian:  \n[ Date]  \n[IRA Administrator Name]  \n[IRA Administrator Address]  \nRe: Request for Qualified Charitable Distribution (QCD) from IRA  \nDear Sir or Madam:  \nPlease accept this letter as my request to make a qualified charitable distribution from my Individual Retirement Account \\#   , as provided by the Protecting Americans from Tax Hikes Act of 2015.  \nPlease issue a check in the amount of $   [not to exceed $100,000] payable to Catholic Extension and mail it to:  \nCatholic Extension  \n150 South Wacker Drive  \nSuite 2000  \nChicago, IL 60606  \nCatholic Extension’s tax identification number is 36-6000520.  \nIn your transmittal to Catholic Extension, please include my name and address as the donor of record in connection with this distribution. Please copy me on your transmittal.  \nIt is my intention to have this transfer qualify for the 20   tax year. Therefore, it is imperative that this distribution be postmarked no later than December 31 , 20   .  \nIf you have any questions or need to contact me, I can be reached at   [provide your telephone number or email address] .  \nThank you for your assistance in this matter.  \nSincerely,  \nYour Name  \nYour Address  \nDisclaimer: This information is not intended as legal, accounting or other professional advice. For assistance in long-term planning, consult an attorney for legal advice or the services of a qualified professional.","cbCaihY5CGvGsyFB","https://ap.wps.com/l/cbCaihY5CGvGsyFB","pdf",76425,"English","# Qualified Charitable Distribution Request\n## IRA Administrator Instructions\n## Donation Details and Donor Information\n## Submission Deadlines and Contact Information","[{\"question\":\"What is the purpose of this document?\",\"answer\":\"This document is a sample letter that provides instructions to an IRA administrator to facilitate a Qualified Charitable Distribution (QCD) from an individual's retirement account to Catholic Extension.\"},{\"question\":\"What information must the IRA administrator include in the transmittal?\",\"answer\":\"The administrator should include the donor's name and address as the donor of record and provide a copy of the transmittal to the donor.\"},{\"question\":\"Does this letter constitute legal or tax advice?\",\"answer\":\"No, the document includes a disclaimer stating that it is not intended as legal, accounting, or professional advice and suggests consulting a qualified professional for planning purposes.\"}]","Catholic Extension - Qualified Charitable Distribution Sample Letter | PDF",1789630311]