Tax-Free Year-End Giving
Donation of Appreciated Stock
Anytime you sell appreciated stock, you owe capital gains tax. By gifting the stock to a qualified charity, you might be able to avoid paying capital gains tax.
Tax-Free Year-End Giving: From IRA
Partner with B'nai Tzedek with a Tax-Free Gift from your Individual Retirement Account
As the calendar year comes to a close, you may be eligible to make a tax-free gift from your IRA to B'nai Tzedek. Partner with us to create a strong Jewish identity and a vibrant local Jewish community.
Benefits of a Gift from an IRA (Qualified Charitable Distributions)
- Donors age 72 or older, and under certain circumstances over age 70 -1/2 or older can transfer a total of up to $100,000 per year, directly from Individual Retirement Accounts to charities such as B'nai Tzedek, free from federal income tax. There may also be state income tax savings.
- Qualified Charitable Distributions count toward required IRA minimum withdrawal amounts for the year of the gift.
- In order to be tax-free, the donation must go directly from the account to B'nai Tzedek, without passing through your hands.
- A Qualified Charitable Distribution to B'nai Tzedek is a dollar-for-dollar reduction in your taxable income.
Please note: B'nai Tzedek is not engaged in providing legal or tax advice. Please consult your professional advisors before making your gift.
How to Make Your Gift
- Contact your IRA plan administrator for their transmittal form.
- On the form, specify the amount to be transferred to B'nai Tzedek.
- Include B'nai Tzedek's tax ID number: 52-161-9672.
- Checks from your IRA should be made payable to B'nai Tzedek and mailed to: B'nai Tzedek, 10621 South Glen Road, Potomac, MD 20854, Attn: Year End Giving
- If you have any questions, please contact Scott Katz, Executive Director, at 301-299-0225.
Click here if you would like to make a year-end tax deductable gift (not from an IRA) to B'nai Tzedek.
Sat, December 9 2023
26 Kislev 5784
This Week at CBT
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Wednesday ,
DecDecember 13 , 2023
Wednesday, Dec 13th 6:30p to 8:30p
Get ready for a night of fun and games with fellow B'nai Boomers at Quincy's Bingo night! No admission fee and first round of appetizers is on CBT.* Please RSVP below by December 9th. *Appetizers generously provided by the family of Sheldon Shapiro. -
Thursday ,
DecDecember 14 , 2023
Thursday, Dec 14th 9:30a to 10:30a
Join Rabbi Weinblatt in this popular class to study the parasha for the week. If you can't make it in person, join via Zoom by clicking here! -
Thursday ,
DecDecember 14 , 2023
Thursday, Dec 14th 5:00p to 5:30p
Join us to light the Chanukah candles at Park Potomac, across from Attman's! -
Thursday ,
DecDecember 14 , 2023
Thursday, Dec 14th 6:00p to 7:00p
(KINDSOUPS) Calling all Chefs! Sisterhood will be holding its first Bnai Buddies (a nickname for our Bnai Tzedek Sisterhood KindSoup chefs 😊) virtual soup cooking event on Thursday December 14th 6:00-7:00 pm. From the comfort of our kitchens via Zoom, KindSoups guru, Marsha Scheinman, will lead Bnai Buddies to prepare Turkish Red Lentil Soup. KindSoups is one of the many programs from KindWorks which helps residents in need as well as newly-arrived refugees in our community. Since the start of Covid, KindSoup has distributed 11-thousand quarts of soup! We’ll be on Zoom from 6:00-7:00 pm, with about a half hour of advance prep time. Each of us will purchase ingredients needed for the soup. Marsha Scheinman suggests a 10-quart pot, or you can use two smaller pots. The soup needs to be frozen, so please freeze the containers and distribute that week to one of the identified community-based organizations. You are encouraged to share soup with your family for dinner and with friends who may have suffered a loss or are struggling through a difficult time. We will provide each participant with quart containers and labels. Please RSVP to Sharon Pollack Sharontpollack@gmail.com to join on December 14th. -
Friday ,
DecDecember 15 , 2023
Friday, Dec 15th 11:30a to 1:00p
Hazak Jewish Genealogy, Part 2 with Harry Moatz Friday, December 15, 2023 11:30 AM - 1:30 PM CBT in the Board Room After a successful November event, we are so excited to invite our CBT seniors to the December Hazak program. This month will continue our Jewish Genealogy theme led by special guest Harry Moatz! Lunch will be provided Come and meet old friends and new! $10/person. Register below! -
Saturday ,
DecDecember 16 , 2023
Shabbat, Dec 16th 9:00a to 12:00p
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Saturday ,
DecDecember 16 , 2023
Shabbat, Dec 16th 9:00a to 12:00p
If you or your child has a B'nai Mitzvah between January 2024 and June 2024, then this event is for you! Come and join Rabbi Weinblatt & Cantor Kapell in the Sanctuary. -
Saturday ,
DecDecember 16 , 2023
Motzei Shabbat, Dec 16th 7:00p to 9:30p
Theatre@CBT presents Falsettos Saturday, October 28th (evening) & Sunday, October 29th (matinee) Book by: William Finn and James Lapine Falsettos is the story of a dysfunctional, but loving, Jewish family in New York at the end of the 1970s and early 1980s. Both hilarious and heartbreaking at times, as the family deals with relationships, gender norms, sexuality and the beginning of the AIDS epidemic-- all while planning a Bar Mitzvah. Click below to purchase tickets! This show is recommended for ages 12 and up, due to its mature themes. -
Sunday ,
DecDecember 17 , 2023
Sunday, Dec 17th 2:00p to 4:00p
Theatre@CBT presents Falsettos Saturday, October 28th at 8:00 pm & Sunday, October 29th at 2:00 pm Book by: William Finn and James Lapine Falsettos is the story of a dysfunctional, but loving, Jewish family in New York at the end of the 1970s and early 1980s. Both hilarious and heartbreaking at times, as the family deals with relationships, gender norms, sexuality and the beginning of the AIDS epidemic-- all while planning a Bar Mitzvah. Click HERE to purchase tickets! This show is recommended for ages 12 and up, due to its mature themes. -
Monday ,
DecDecember 18 , 2023
Monday, Dec 18th 10:00a to 12:00p