QCD List

Qualified Charitable Distribution

This doesn't submit to Schwab. It is just a tool for you to send your preferences to Five Cedars so that we can prepare the documentation for you to sign.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Qualified Charitable Distribution Requests*
Total Distribution
Please all that apply to the items you've listed above. If more that one, advisor will follow-up with you before sending paperwork to you.*

One-TimeQuarterly (4x /yr)Monthly (12x /yr)Other
Please indicate if any of your requests will need special consideration:

Mailed to a different address that is not your address of recordExpedited Overnight Delivery (fee may apply)Other
QCD Checkbook

I'm interested in learning more about a QCD checkbookI already have a QCD checkbookI'm not interested in having a QCD checkbook
Special Instructions or anything else you'd like to communicate
THIS FORM DOESN'T SUBMIT ANYTHING TO SCHWAB. IT IS SIMPLY A TOOL TO HELP ORGANIZE YOUR INFO TO DISCUSS WITH FIVE CEDARS.
NOTE: EIN is not required, but it may help expidite the process. You can find EINs here with the IRS Tax Exempt Organization Search tool. Please note that "churches, integrated auxiliaries and conventions or associations of churches" might not show up in this tool due to this IRS exception.
Should be Empty:

Qualified Charitable Distribution