GIFT FROM YOUR IRA
Gifts from your IRA Qualified Charitable Distribution (QCD) may be applied to funds at the Community Foundation or we can accept the gift and pass it on to one or more qualified nonprofits (eg: 501c3 public charity, school, government agency). If you are unsure if the charity is qualified, give us a call at 509-663-7716 or email firstname.lastname@example.org.
To Make a Gift from Your IRA
1) Give this information to your broker/financial advisor:
- Brokerage House: Charles Schwab
- Account Name: Community Foundation of North Central Washington
- Tax ID# 91-1349486
- Account Number: 4480-6710
- Telephone Number: 800-515-2157
- DTC Number: 0164
- Reference: Donor Name (Including your name will ensure the gift is properly acknowledged)
2) Complete the Gift of IRA Form below - this is required to complete the transfer.