Sign In Forgot Password

Tax-Advantaged Ways to Give

02/11/2025 10:26:16 AM

Feb11


A recent Giving Spotlight email included an article explaining one way to give a tax-free gift: through your IRA Required Minimum Distribution.

Investments in stocks and bonds have yielded positive returns over the last year. Generally, by donating stocks or bonds, you can avoid the capital gains tax you would otherwise be assessed from selling those assets, as long as you’ve had them for more than one year, and you can claim a charitable deduction for the fair market value of the stocks or bond.
 
Donating stocks or bonds to Temple Beth El is easy. Please consult your financial adviser and talk to Melissa Osborne or Stefanie Kushner in the Temple office for additional information. 
 

March 18, 2025 18 Adar 5785