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.

“As an Archon – Support of the Ecumenical Patriachate and its mission of support to the Mother Church is both and honor and a privilege we hold dear.”
Mr. and Mrs. Theodore and Jeri Konopisos
Santa Ana,
CA
“As an Archon – Support of the Ecumenical Patriachate and its mission of support to the Mother Church is both and honor and a privilege we hold dear.”
Mr. and Mrs. Theodore and Jeri Konopisos
Santa Ana,
CA