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.

Contact us
“We are delighted to have AHEPA designated as a Founding Member of the Ecumenical Patriarch Bartholomew Foundation. The AHEPA and the Greek Orthodox Archdiocese of America share the same 100 years of service, it is no wonder that we are identified as the Twin Pillars of Hellenism. The AHEPA since 1922 has donated millions of dollars to the churches across America and the globe. Our community outreach and assistance are legendary. Our hope and belief are that with this new foundation, the light of the Phanar can continue to shine bright on our world and that the leader of the Orthodox faithful can live in peace and safety.”
AHEPA
Washington,
D.C.
“We are delighted to have AHEPA designated as a Founding Member of the Ecumenical Patriarch Bartholomew Foundation. The AHEPA and the Greek Orthodox Archdiocese of America share the same 100 years of service, it is no wonder that we are identified as the Twin Pillars of Hellenism. The AHEPA since 1922 has donated millions of dollars to the churches across America and the globe. Our community outreach and assistance are legendary. Our hope and belief are that with this new foundation, the light of the Phanar can continue to shine bright on our world and that the leader of the Orthodox faithful can live in peace and safety.”
AHEPA
Washington,
D.C.