Beneficiary Designation

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Beneficiary Designation

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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.

“The Greek Orthodox Metropolis of San Francisco is far beyond just our seven states and 67 parishes. We are part of the greater church – our Holy Archdiocese as well as our Mother Church under the inspired leadership of His All-Holiness Ecumenical Patriarch Bartholomew. The establishment of this foundation to secure the future of Orthodoxy throughout the world, and to defend and protect the rightful place of Christendom in Constantinople is a noble cause and the Greek Orthodox Metropolis of San Francisco is honored to be a founding member of this most worthwhile endeavor.”
Metropolis of San Francisco
San Francisco,
CA
“The Greek Orthodox Metropolis of San Francisco is far beyond just our seven states and 67 parishes. We are part of the greater church – our Holy Archdiocese as well as our Mother Church under the inspired leadership of His All-Holiness Ecumenical Patriarch Bartholomew. The establishment of this foundation to secure the future of Orthodoxy throughout the world, and to defend and protect the rightful place of Christendom in Constantinople is a noble cause and the Greek Orthodox Metropolis of San Francisco is honored to be a founding member of this most worthwhile endeavor.”
Metropolis of San Francisco
San Francisco,
CA