Planned Giving

Planned Giving

We invite you to join our Justice Society by designating Bet Tzedek as a beneficiary of your estate plan through bequests, charitable trusts and/or retirement plans and life insurance.

Deferred Gifts

Have you already made a plan for a deferred gift to Bet Tzedek? Let us know by downloading and downloading and completing this form.

IRA Rollover

The IRA Charitable Rollover provision allows individuals who have reached the age of 70 ½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income.

As of December 18, 2015, the IRA Charitable Rollover was passed by Congress and signed into permanent law by President Obama.

Individuals considering using this vehicle to make their charitable donation to Bet Tzedek should consult with their financial and tax professionals to ensure that they are in compliance with all provisions in the law.

Please contact Diego Cartagena, President & CEO, at 323-549-5812 or dcartagena@bettzedek.org if you are considering giving your annual contribution to Bet Tzedek via an IRA Charitable Rollover.

All individuals making estate or deferred gifts to Bet Tzedek are eligible to join our Justice Society. Please contact Diego Cartagena, President & CEO, at dcartagena@bettzedek.org, or 323-549-5812 to discuss your goals and formulate your plan.

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