Qualified Charitable Distribution
If you are age 70½ or older, you may be eligible to make a Qualified Charitable Distribution (QCD) directly from your IRA to American Oversight.
We have provided sample letters to simplify the process.
Letter 1 directs your IRA plan administrator to make a distribution directly to American Oversight from your IRA account. Please note that the Tax ID number is essential to your distribution request. You can download a PDF sample below.
Letter 2 notifies the organization to expect the gift from your IRA. In the letter, you also specify how you want your gift to be used. You can download a PDF sample below.