IRA Gift Notification

IRA Gift Notification

You may use this form to notify us that you have been so kind as to make an IRA distribution gift to SMBC. Please include the gift amount and name of the IRA trustee (financial services company holding your account) in the comments box below.

Dear Shades Mountain Baptist Church:

It is my pleasure to inform you that I have requested a qualified charitable distribution from my Individual Retirement Account payable to SMBC. I have included the gift amount and name of the trustee (financial services firm that will be transferring the assets) in the comments below.

It is my intent to comply with the requirements of these qualified distributions.

Accordingly, upon your receipt of payment from my trustee/administrator, please send me a written acknowledgement that states the amount of my gift, and that no goods or services were transferred to me by your organization in consideration for this gift.


If you have any questions or need to contact me, I can be reached at my contact information below.

(Please complete all fields)
 
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