Donate appreciated securities to avoid paying capital gains taxes while still claiming a charitable deduction equal to the security’s fair market value. Please include a simple notification form to capture: Name, Address, Phone, Name of stock, Where stock is held, Estimated amount, Estimated date of transfer, and provide Am Shalom’s transfer details that we will provide for you so donors (and advisors) have what they need to process the transfer.
Donate through your advised fund account, which is eligible for the higher adjusted gross income limits for philanthropic contributions. Or, from a private foundation that includes a separate tax-exempt entity, either as a non-profit corporation or in the form of a trust.
Opt to name Am Shalom as a beneficiary of a retirement plan or IRA. A donor gives funds from their IRA to a charity to fulfill their Required Minimum Distribution (RMD). This type of gift eliminates income tax on retirement plan assets and allows you to leave family other assets that carry less tax liability.
A written statement in a donor’s will directing that specific assets, a percentage, or remainder of the estate, will be transferred to charity on the occasion of the donor’s death. The gift is fully exempt from estate tax and does not affect your current cash flow or portfolio.
Am Shalom also accepts gifts of life insurance policies, commercial annuities and retirement plans. Please contact Zoe Sherman to discuss these opportunities, and reach out to your financial advisor to confirm tax incentives for your gifts.
If you are an Am Shalom congregant, please log in to your account before submitting your payment; this will allow the system to pre-populate many of the fields for you in advance! Logging in also ensures that all gifts will be automatically posted to your Am Shalom account.
