It's the time of year when many of us are thinking about making donations that will bring us a tax benefit. That is because if you donate before December 31, your gift can be tax-deductible for this year.  

If you would like to make a cash donation, please click the button below or mail a check postmarked by December 31. 

To discuss your options for a meaningful year end gift, please reach out to Kimberly Birbrower at   For questions or assistance with processing your gift, please contact   or call 818.758.3800 x106.

Explore other options for year-end giving and their tax benefits below:

#1: Give what works for you while still reaping the benefits!

Consider giving a gift that might be more practical for you: cash gifts, legacy gifts, vehicle donations, or securities. Donations made before December 31 may be tax-deductible for the same calendar year as the gift, or may offer other financial benefits depending on the type of gift.

#2: Appreciated securities or mutual funds

If you experienced gains in the financial markets this year, you can donate any appreciated securities or mutual funds you have held for more than one year to Temple Judea. You may receive a federal income tax deduction and avoid paying capital gains taxes.

#3: Charitable Gift Annuities or Remainder Trust

If you are interested in a guaranteed income stream, think about a Charitable Gift Annuity or Charitable Remainder Trust. In a Charitable Gift Annuity, Temple Judea would receive about half of your gift at the a lifetime of guaranteed income in the form of annuity payments to the beneficiary. Similarly, with a charitable remainder trust, the beneficiary would receive distributions from the trust and whatever remains in the trust when it terminates would go to Temple Judea. 

Tip #4: Depreciated Securities

If some securities are valued at less than the original cost basis and you sell them at a loss, the generated capital loss may be used to offset capital gains. You may then also claim a charitable deduction if you donate the cash from the sale proceeds.

Tip #5: Qualified Charitable Distribution from your IRA 

If you are age 70½ or older, you might prefer to make a qualified charitable distribution from your IRA, transferring up to $100,000 per year directly to Temple Judea without having to pay income taxes on the money. This popular gift option is referred to as a Qualified Charitable Distribution (QCD). Beginning in the year you turn 73, you can use your gift to satisfy all or part of your RMD.

The information provided on this page or in discussions with our staff are not intended to be legal or tax advice.  As you make your end of year philanthropic decisions, please consult with your tax advisor if these approaches are suitable for your financial plans.
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