Use Your IRA
If you’re 70½ or older, your IRA can become one of the most powerful tools in your giving toolkit.
IRA Giving Guide
Giving from your IRA doesn’t have to be complicated. Our free guide walks you through exactly what to say to your custodian, what paperwork to expect, and how to make sure your gift is properly directed — so more of it goes where it’s needed most.
Step 1 – Contact your IRA Custodian
Request a “QCD Request Form” or use their online portal to initiate a QCD online (e.g. Fidelity, Vanguard, Schwab, etc. Or, you may have a broker who normally manages your IRA.)
Step 2 – Complete the QCD Request Form
Specify the gift amount and charity details. If possible, mark “Payable DIRECTLY to the charity.” Convoy of Hope’s details are below:
| Name | Convoy of Hope |
| ATTN | Finance Team |
| Address | 1 Convoy Drive Springfield, MO 65802 |
| Tax ID / EIN | 68-0051386 |
Step 3 – Get a Confirmation and Receipt
Your IRA custodian should confirm they sent the funds, and the charity should furnish you with a written receipt after the donation is received (for your tax records).
Whether it’s your first Qualified Charitable Distribution or you’ve given this way before, the guide breaks the process into three easy steps and includes everything Convoy of Hope needs to receive your gift smoothly, plus who to contact with any questions.
IRA Distribution Letter
This one-page letter includes template fields for you to request a distribution to Convoy of Hope. Simply add your information, print the letter, and mail it to your retirement account provider.
Take the Next Steps
Not sure how to reach out to your broker or IRA Custodian?
Contact Our Team
Email: [email protected]
Phone: 417-851-1222
Let’s Start a Conversation
Please use the secure form below to request more information, or use our digital calendar to schedule a time to speak with a member of our team.