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.
Tue, March 19 2024
9 Adar II 5784
This Week at CBT
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Wednesday ,
MarMarch 20 , 2024
Wednesday, Mar 20th 7:30p to 9:00p
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Thursday ,
MarMarch 21 , 2024
Thursday, Mar 21st 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 ,
MarMarch 21 , 2024
Thursday, Mar 21st 6:15p to 9:30p
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Saturday ,
MarMarch 23 , 2024
Shabbat, Mar 23rd 9:30a to 12:00p
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Saturday ,
MarMarch 23 , 2024
Shabbat, Mar 23rd 6:00p to 8:30p
RSVP Below! -
Sunday ,
MarMarch 24 , 2024
Sunday, Mar 24th (All day)
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Thursday ,
MarMarch 28 , 2024
Thursday, Mar 28th (All day)
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Thursday ,
MarMarch 28 , 2024
Thursday, Mar 28th 6:30p to 9:00p
Join the CBT community for our monthly movie night- generously sponsored by Wendy & Burton Katzen. Each film has a Jewish theme and snacks are provided. Register below for the series. We look forward to seeing you! -
Friday ,
MarMarch 29 , 2024
Friday, Mar 29th 11:30a to 1:00p
Join your fellow CBT Congregants and visiting Rabbi Adam Rosenbaum for lively discussion and a delicious deli Lunch! $10 pp -
Saturday ,
MarMarch 30 , 2024
Shabbat, Mar 30th 9:30a to 12:00p