Qualified Charitable Distribution to CFSI
The form below is provided to expedite the process of establishing a designated pass-through fund using a Qualified Charitable Distribution (or IRA Rollover) gift.
The completed form you submit will be used to complete your fund agreement. Once the form is submitted, the Community Foundation will send a draft fund agreement to your email for review and signature. No gift should be made until the final, signed fund agreement is received by the Foundation. At that time you can instruct your IRA administrator to process your Qualified Charitable Distribution and to deliver it directly to the Community Foundation of Southern Indiana (tax ID 35-1827813) at 4108 Charlestown Road, New Albany, IN 47150.
If at any time you have questions, please call Linda Speed or Kenton Wooden at 812-948-4662. You can also view this informational flyer with FAQs and more.