11645 Ladue Road, St. Louis, MO 63141 | Phone: 314-569-0010 | Member Login

End of Year Giving

End of Year Giving

Tax Donation Guidelines

To receive a 2017 tax credit for charitable donations to Shaare Emeth, your donation must be received by December 31, 2017.  We cannot process a tax receipt for payments received after December 31. If you pay online please pay by December 28 so we can process the transaction on December 29 in order to provide a tax receipt for 2017.

For more information please contact Rosalie Stein at 314.692.5353 or Ron Bergman at 314.692.5307.

Gifting Appreciated Securities

A gift of appreciated securities generally qualifies you for an income tax charitable deduction equal to the market value of the gifted securities, and it may also help you avoid the long-term capital gain tax on your unrealized capital gain. Usually a sale of appreciated securities results in a tax on your full gain – in other words, you keep only part of the profit. But if you give those same appreciated securities directly to a qualified nonprofit – including Congregation Shaare Emeth– there is no tax on your gain.

Gifts of appreciated securities can be great way to pay Temple dues, support the Annual Appeal or give an unrestricted gift. We encourage you to consult with your professional financial or legal advisors. 

For any additional questions, please contact Rosalie Stein, [email protected] or 314.692.5353, or Ron Bergman, [email protected] or 314.692.5307.

IRA Legislation

Special tax-free gift option

For those over age 70½, it is once again possible to make tax-favored charitable gifts from your IRA accounts.

A total of up to $100,000 can be transferred directly to Congregation Shaare Emeth free of federal income tax. There may also be state income tax savings.

To make such gifts, it is important to not withdraw funds prior to a gift, but distribute them directly from an IRA to one or more qualified charities. For those with check writing privileges on their accounts, this may be the most efficient way to make gifts directly from an IRA.

Check with your IRA administrator or your advisors for more information.

AZRA & December 2017 Statements

Due to a systems glitch, some statements show ARZA with a dollar amount less than $50.00. Please be assured this will be corrected as the correct amount is $50.00. This voluntary donation will be removed from all statements in March.

Our December statements show both December and January billings. This is because we will not be sending out a January statement. For those members with monthly billings, you will see two months of charges, one for December and one for January.

 

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