Qualified Charitable Distributions

Qualified Charitable Distributions

To give a gift directly to a charity from your IRA
For individuals over age 70 1/2, the IRS allows charitable gifts to be made directly from a pre-tax IRA to a qualified, 501(c)3 non-profit organization as a tax-free transaction.

These gifts - known as Qualified Charitable Distributions or QCDs - also satisfy the Required Minimimum Distribution (RMD) amount for those subject to annual RMDs. (In 2025, RMDs begin at age 73).

To get started, please provide the information below and we will prepare the necessary LPL form for your e-signature (powered by Adobe eSign).
Your Information

To verify your indentity
Your Primary Email*
Your Name
Date of Birth

MonthDayYear
Non-Profit Information

Must be a qualified 501(c)3 non-profit organization, which includes churches, missions, and charitable organizations.
Dollar Amount of Gift*
Non-Profit Name*
Legal name of 501(c)3 that LPL will address as Payee on the donation check
Non-Profit Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Attn:/Dept
Department or Special Mailing Instructions
Special Instructions
Donation in honor of, pledge or campaign, misc. information
Non-Profit Phone*
Begin with Area Code xxx-xxx-xxxx
EIN Tax ID of Non-Profit (Optional)
9-digit number beginning XX-XXXXXXX
Please verify that you are human*
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC
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Your Information