Sample Letters to use when giving from an IRA
Thank you for considering a gift to Immanuel through your IRA. In order to fulfill your intent, you will need to write two letters:
1) To your IRA Custodian – instructing them to initiate the gift
2) To Immanuel – informing Immanuel to expect your gift
Sample letters are below for your use. Both of these letters are important to assuring your gift is properly received, credited to you and acknowledged.