When making your generous donation to Bais Yaakov, if possible, enhance the value of cash gifts by securing matching funds from your employer.  Many companies will even offer to match your donation, to double, and sometimes to triple the impact of your gift. Find out if your company has a matching gift policy today.

The transfer of appreciated assets allows donors to support Bais Yaakov while reducing exposure to capital gains taxes.  Donors are also able to claim immediate income tax deductions for these gifts. When we receive a stock donation, the name of the donor is not always included.  If you hold stock, mutual funds or bonds with a broker, you may transfer these securities electronically by instructing your broker to send the securities through the (Depository Trust & Clearing Corp) DTC In-Kind transfer system to our account at:

Firm Name: Charles Schwab & Co., Inc.
Delivery to: DTC Clearing # 0164 Code 40
Client Name: Bais Yaakov School for Girls
Client Acct. #: 50XX-XXX (for complete # please request at email below)
Advisor: Alex Barron
E-Mail: alex@vs-m.com 

To facilitate the smooth transfer and acknowledgment of your gift, please notify us of your name, the name of the stock and the number of shares being donated prior to the stocks being transferred.  Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed.

Did you know that if you hold an IRA and are over the age of 70½, you are required to withdraw a certain percentage of the value of your IRA annually, otherwise known as a Required Minimum Distributions (RMD)?  For most, this distribution amount is considered taxable income. A way of avoiding that taxable distribution is to utilize a strategy known as a Qualified Charitable Distribution (QCD). This method allows the individual to instruct their financial institution to direct all (or a part) of their distribution directly to their charity of choice.  Thus, the individual reduces their taxable income while supporting their charity. Please consult with your tax advisor to fully understand this strategy.

You can support Bais Yaakov through a bequest or trust, which is a gift from your estate.  It may include a transfer of cash, securities, or other property made through your estate plans.  Planned giving allows you to make a personally significant gift and helps us meet our long-term financial goals.  Contributions made through wills, trusts or estate plans both reduce taxable estates and create lasting legacies and ongoing merit for a loved one.  Remembering Bais Yaakov with a gift from your estate will help sustain and strengthen the school in years to come.

The Bais Yaakov Endowment Fund is managed by the Associated: Jewish Community Federation of Baltimore.  Through this endowment, we will be able to assure an open door to an excellent Jewish education. Joining our endowment ties your name, in perpetuity, with Bais Yaakov, thereby guaranteeing our girls an unparalleled Jewish education for their strong and promising tomorrow.

Financial endowments are typically structured so the principal amount invested may grow, while investment income is available to fund Bais Yaakov programs or operations.  This form of donation has an impact over a longer more extended period of time and encourages the endowment fund to grow from within, ensuring that operational needs are covered. 

Click here for the Bais Yaakov Endowment Agreement Form.