Tax-Free Year-End Giving

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

  • Donors age 70 ½ 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.
  • Amounts given in this way 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 Tzeded, without passing through your hands.
  • Keeping income down by avoiding an IRA distribution can be beneficial to you, and to B'nai Tzedek.
  • Other tax-deferred retirement plans, such as a 401(k) or 403(b), do not qualify; however, you may be able to roll such a plan into an IRA and then make a charitable gift to B'nai Tzedek.

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

Click here if you would like to make a year-end tax deductable gift (not from an IRA) to B'nai Tzedek.

Supporting B’nai Tzedek

Supporting B’nai Tzedek

B'nai Tzedek provides a vast array of programs designed to enlighten, stimulate and educate. We are challenged to explore our Judaism, history, customs and our relationship with the people of Israel. Your support allows us to maintain memberships and educational opportunities for those who might not otherwise afford it.

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