IRA Qualified Charitable Distribution (QCD) Form
WHY AN IRA CHARITABLE ROLLOVER?
IRA QCDs or IRA Charitable Rollovers, as they are sometimes called, are an increasingly popular way for donors 70 1/2 or older to support the life-changing work of The Tarver Braddock Foundation. You can make up to $100,000 in tax-free charitable distributions annually, lowering your taxable income, and, if you're age 72 or older, helping you to meet your minimum distribution requirement or RMD.
WHERE DO I START?
Simply visit your IRA trustee and instruct him/her to send the applicable form and your IRA charitable rollover gift to:
The Tarver Braddock Foundation
Attn: IRA QCD
2607 Pargoud Blvd.
Monroe, LA 71201
To initiate a qualified charitable distribution from your IRA to The Tarver Braddock Foundation, your IRA trustee will need the following information:
Legal Name: The Tarver Braddock Foundation
Taxpayer ID: 99-0648991
Permanent Address: 2607 Pargoud Blvd., Monroe, LA 71201
Please note:
It is your intention that this charitable rollover gift comply with the IRS Qualified Charitable Distribution requirements. Accordingly, when The Tarver Braddock Foundation receives the QCD gift from your financial institution, it will provide you with a written acknowledgment of the gift date and amount, stating no goods or services were transferred to you in consideration for the gift.