Year End Giving Tips

Year End Giving Tips



Year End Tzedakah

Members often ask how they can support Beth El while maximizing their tax implications. If you’re considering a gift to Beth El as the year ends, the following are options many have found beneficial:


Initiate Gifts of Stock or Other Securities

Giving appreciated stocks, bonds, or mutual fund shares held more than one year can provide an immediate benefit to Beth El and may be more tax efficient than cash. By making a gift to Beth El using appreciated securities held for more than one year, you may receive a double tax benefit by avoiding capital gains taxes on the appreciation of the donated asset, and by claiming an immediate deduction for the current fair market value of the property (up to 30% of adjusted gross income).
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Use Your IRA

If you are 70½ or older, under the IRA Charitable Rollover Law, you are able to give up to $100,000 to Beth El by making a Qualified Charitable Distribution (QCD).
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If you are interested in taking advantage of any of these giving opportunities and making a gift to Beth El, please contact our Managing Director, Matt Walzer, at 952.873.7309 or


Information provided in this message is not intended as legal or tax advice. Please consult your professional advisor for information on how any gift may affect your tax situation.