Year-End Giving to Imagine: A Vision of Hope
Improve your tax situation while benefiting the ministry of our congregation:
Donate Stocks or Mutual Funds
Contributing securities to Bethlehem offers valuable financial and tax benefits:
Donors may deduct the entire value of the securities as a charitable donation; and
Donors avoid paying capital gains tax on any increased value of the securities.
If you are interested in making and end-of-year gift to Bethlehem via stocks or mutual funds, it is important that you not sell the securities first. Please contact your financial advisor or Bethlehem’s office for more information.
Charitable IRA Rollover
Many donors have discovered the benefits of making a gift using their Individual Retirement Account (IRA). If you are 70 1/2 or older, you may be interested in this way to make a significant gift while lowering the income and taxes from your IRA withdrawals. Benefits of an IRA charitable rollover:
Donors avoid taxes on transfers of up to $100,000 from your IRA to Bethlehem;
Donors satisfy your required minimum distribution (RMD) for the year;
The gift reduces the donor’s taxable income, even if you do not itemize deductions;
A charitable IRA rollover is not subject to the 50% deduction limits on charitable gifts; and
You make a real difference in the ministry of Bethlehem! Thank you.