QCD Gift Letter Instructions

This Qualified Charitable Distribution (QCD) tool is designed to help you navigate the various details involved in making a QCD gift to ministry. It allows you to create a letter with instructions that can be printed, signed, and delivered to your financial advisor or IRA plan administrator to initiate a QCD transaction. You may choose to direct your gift to the Georgia Baptist Foundation for the benefit of a chosen church or ministry. Your gift to the Foundation may result in an outright distribution to your chosen charity or it can be used to establish ( or add to ) an endowment designed to provide perpetual support for your chosen beneficiary. If you completed the form online, you will receive an email with your completed letter with instructions attached for download. As you navigate through the tool:

please note:

You must still initiate the transaction by contacting your financial advisor or plan administrator.
Your financial advisor or IRA plan administrator may provide you with specific forms from your retirement plan provider that will need to be completed and submitted in order to complete your QCD.
DO NOT have any gifted funds from your retirement account sent directly to you. If that happens, the amount sent to you will not be excluded from your taxable income.
Consider directing your financial advisor or IRA plan administrator NOT to withhold any taxes on the amount you are gifting as a QCD.
QCD gifts may not be used to fund donor advised funds. However, they can be used to fund endowment funds like family legacy, scholarship, and memorial funds.
Once you have filled in all the form fields, you must select the "submit" button to notify the Foundation of your intended gift.
Print the PDF, sign the document, and deliver it to your financial advisor or IRA plan administrator.
PLEASE NOTE: The first page of the printed instructional QDC letter has our old mailing address (6405 Sugarloaf Pkwy). We are in the process of updating all our document to reflect our new address. Please be sure to use our new address for any communications with us or your financial advisors.

Georgia Baptist Foundation
3237 Satellite Blvd, Ste 150
Duluth, GA 30096-9028

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Should you have questions or concerns, please contact us:

3237 Satellite Blvd, Ste 150
Duluth, GA 30096-9028

D: 770.452.8338
E: contactus@gbfoundation.org

Date
MM slash DD slash YYYY
Financial Advisor Name
Financial Advisor Address
Street Address City State ZIP Code
Dear Financial Advisor or Plan Administrator,
It is my desire to make a Qualified Charitable Distribution from my IRA account. Based on the information provided below, please assist me in completing this charitable transaction.
My IRA Account Number
My Contact Information
Full Name
First Middle or Middle Initial Last, (suffix if applicable)
Phone
Email
Address
Street Address City State ZIP Code
Distribution Instruction
Please make a Qualified Charitable Distribution of the following investments, directly from my IRA to the charity, based on the instructions that follow.
Mutual Fund
Fund Name
Fund Number
Amount to be distributed
OR Number of Shares
Are you gifting additional mutual funds?*
Are you gifting additional mutual funds?
- Yes
- No
Fund Name
Fund Number
Amount to be distributed
OR Number of Shares
Fund Name
Fund Number
Amount to be distributed
OR Number of Shares
Stock/ETF
Stock/ETF Name
Ticker Symbol
Amount to be distributed
OR Number of Shares
Are you gifting additional stocks/ETFs?
Are you gifting additional stocks/ETFs?
- Yes
- No
Stock/ETF Name
Ticker Symbol
Amount to be distributed
OR Number of Shares
Stock/ETF Name
Ticker Symbol
Amount to be distributed
OR Number of Shares
Anticipated gift amount*
Anticipated gift amount
- I would like for my gift to be anonymous (leave blank if you do not want your gift to be anonymous
NOTE: Information for additional charities should be provided on a separate page.
Gifting Options
NOTE: Below lists two gifting options available for you to choose. In Option #1, you are requesting your Financial Advisor to sell the assets listed above, create a QCD, and send the proceeds directly to the Georgia Baptist Foundation for the specified ministry.

In Option #2, you are requesting your Financial Advisor to sell the assets listed above, create a QCD, and send the proceeds directly to the named church or ministry. Both options are different. Please review each and select the option that best describes your intended gifting choice.
Option #1
Please sell the assets above to create my QCD and send the proceeds directly to the GEORGIA BAPTIST FOUNDATION.
- Please sell the assets above, create my QCD, and send the proceeds directly to the GEORGIA BAPTIST FOUNDATION.
BY MAIL
REGULAR MAIL
Georgia Baptist Foundation Inc. Lockbox # 117475
P. O. Box 117475
Atlanta, Ga, 30368-7475

OVERNIGHT MAIL
ATTN: Georgia Baptist Foundation Inc. #117475
100 South Crest Drive
Stockbridge, Georgia 30281

I understand that the Foundation will provide me with a contribution acknowledgement. All QCD transactions become an irrevocable charitable donation to the Georgia Baptist Foundation for the benefit of the donor’s chosen church or Christian ministry (below):
Name of Ministry
Ministry Address
Street Address City State ZIP Code
Primary Contact Name for Ministry
First Last
Ministry Contact's Email
Ministry Contact's Phone
How would you like your gift to be made?
Gift*
- I would like for my gift to be an immediate outright to the ministry.
- I would like for my gift to create or be added to an endowment for ministry:
Ministry Name
Ministry Endowment Account #
NOTE: An endowmment uses donated asset(s) to provide income for an institution, church, or ministry in perpetuity.

The Georgia Baptist Foundation staff is happy to assist with questions regarding existing endowment accounts or creating a new endowment account.
Option #2
Please sell the assets above to create my QCD and send the proceeds directly to the church or ministry listed below:
- Please sell the assets above to create my QCD and send the proceeds directly to the church or ministry listed below:
Name of Ministry
Ministry Address
Street Address City State ZIP Code
Primary Contact Name for Ministry
First Middle or Middle Initial Last, (suffix if applicable)
Ministry Contact's Email
Ministry Contact's Phone
Thank you for your assistance with this matter.
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QCD Gift Letter Instructions

Submit

Print

Sign

Deliver

Contact Us

Dear Financial Advisor or Plan Administrator,

My Contact Information

Distribution Instruction

Mutual Fund

Stock/ETF

Gifting Options

Option #1

How would you like your gift to be made?

Option #2