Beneficiary Designation

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Beneficiary Designation

Create Your Legacy Today
DID YOU KNOW?

If you are age 70 ½ and older, you can make direct charitable contributions from your IRA (Individual Retirement Account) to the Bartholomew Foundation without any tax consequences?

 

As you may be aware, all IRA withdrawals are fully taxable.  A new law, though, makes it possible to direct up to $100,000 to the Bartholomew Foundation or other nonprofit organizations a year with no income taxes being charged.  These Charitable IRA Rollover gifts additionally fulfill your annual IRA required minimum distribution and allow non-itemizers to receive tax benefits from gifts to the Bartholomew Foundation.

FOLLOW THESE STEPS

To use the Charitable IRA Rollover provision to make an immediate impact with the Bartholomew Foundation:

  • You must be age 70 ½ or older
  • The funds must go directly from your IRA account to the Bartholomew Foundation
  • You cannot exceed $100,000 in Rollover gifts a year
  • Rollover gifts must be unrestricted and cannot provide any
    incidental benefits to the donor.

For more information or to request a personalized illustration, please contact Jonathan Gudema, Esq. or email the Bartholomew Foundation.

Contact us

“We were taught that you give what you can and we want to send that same message to our children. That’s why we’ve made a gift of $100,000 to the Foundation. It’s an easy way to leave a legacy of inspiration that will support the sacred ministry of our Mother Church.”
Mr. George E. Safiol
Weston,
MA
“We were taught that you give what you can and we want to send that same message to our children. That’s why we’ve made a gift of $100,000 to the Foundation. It’s an easy way to leave a legacy of inspiration that will support the sacred ministry of our Mother Church.”
Mr. George E. Safiol
Weston,
MA