How to Make a Qualified Charitable Distribution (QCD)
To ensure the gift qualifies under IRS rules, the funds must be sent directly from your retirement account custodian (e.g., Fidelity, Schwab) to the Central Office. Currently, the maximum annual Qualified Charitable Distribution (QCD) limit is $111,000 per person.
- Contact Your Custodian: Ask your Retirement Account custodian or administrator to make a direct transfer to:
- Ensure Direct Transfer: The check must be made payable directly to Central Office of Western Colorado, not to you.
- Notify Us: Custodians often do not share donor information. Please notify us of you Qualified Charitable Distribution (QCD) contribution so we can thank you for your support.
Contact us at (970) 245-9649 or Email Us - Deadline:The transfer must be completed by December 31st to count for this tax year.
Central Office of Western Colorado
740 Gunnison Ave.
Grand Junction, CO 81501
EIN: 84-0947634
740 Gunnison Ave.
Grand Junction, CO 81501
EIN: 84-0947634
[Date]
To: [Name of Retirement Account Custodian]
Re: Request for Qualified Charitable Distribution
Please accept this letter as my request to make a direct Qualified Charitable Distribution (QCD) from my eligible retirement account [Account Number] to Central Office of Western Colorado.
Please issue a check in the amount of $___________ payable to:
Central Office of Western Colorado
740 Gunnison Ave.
Grand Junction, CO 81501
EIN: 84-0947634
740 Gunnison Ave.
Grand Junction, CO 81501
EIN: 84-0947634
Please include my name and address as the donor of record in the check memo/transmittal.
Sincerely,
[Your Name]
[Your Address]