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Year End Giving

Our Treasurer, Jay Bornstein, has prepared a short video in which he talks about various tax planning ideas to consider related to making year end contributions to Beth Sholom and other charities, and how and why to use appreciated securities or distributions directly from your IRA as tax efficient ways to support our Congregation.

PLEASE NOTE:  If you intend to donate appreciated securities that you have owned for more than 12 months, please contact Emily Wright who will give you instructions as to to do so with through our Merrill Lynch brokerage account at (215) 887-1342 x105 and ewright@bethsholomcongregation.org.

Click on the image below to view the video

Best wishes for a healthy, safe and rewarding 2022.  Your Congregation will continue to be here for you. 

Robin Minkoff, Executive Director

P.S.  If you want to privately discuss your membership status with me, I will handle your request with dignity, respect and confidentiality.  Please contact me at rminkoff@bethsholomcongregation.org and (215) 887-1342 x107.

Tue, January 25 2022 23 Shevat 5782