Whether you’re interested in a one-time gift or you plan to make ongoing contributions to support our mission, here are some convenient and tax-advantaged ways to give from which to choose.
Check or credit card is a simple, direct way to have a profound impact on Bethesda.
The effortless way to multiply the power of your generosity
A seamless way to support the communities you love
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Bethesda instead of cash. By giving appreciated assets (like stocks held for more than one year), you’ll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.
Bethesda’s Lasting Heritage program provides our residents with an opportunity to leave their legacy by donating a portion or percentage of their refundable entrance fee or deposit. These assets, oftentimes overlooked, are a powerful way to make a difference in the lives of current and future Bethesda residents in need.
The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would be subject to multiple levels of taxation if it remained in your taxable estate. Donating your required minimum distribution (RMD) annually brings down your adjusted gross income, providing a multitude of tax benefits.
The benefits of using a donor advised fund are strong and, with the new tax laws, are expected to grow in appeal to strategic donors. They are far easier to establish than a private foundation and allow you to support Bethesda with relatively small amounts of money.
Naming Bethesda as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Name Bethesda Health Group as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Bethesda Health Group as the owner and beneficiary.
A current, outright donation of real estate would allow your gift to make a difference at Bethesda Health Group now and could generate significant tax savings. Leaving real estate to Bethesda through your will or living trust is an efficient way to make a meaningful gift in the future without impacting your current lifestyle.
Through a provision in your will or trust, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.