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 a PDF sample or editable Microsoft Word document below.

Letter 2 notifies the University 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 or editable Microsoft Word document 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)