Gifts That Reduce Your Taxes

You can help people with intellectual and developmental disabilities realize a greater sense of independence.

What’s more, you can leave these generous gifts now and you may receive tax benefits to enjoy for yourself.

Gift of Cash

One of the most common ways to make a gift to Bethesda is to mail a check or use a credit card to donate online.

If you would like to make a donation by mail, please send a check made payable to Bethesda Lutheran Communities to:

Bethesda Lutheran Communities
600 Hoffmann Drive
Watertown, WI 53094

Gifts of Securities

You can use stocks, bonds, and mutual funds that have appreciated in value to support our shared vision. You may receive a charitable income tax deduction for the full market value of the stock (up to a maximum of 30% of your adjusted gross income) and avoid paying the capital gains tax on any increase in the value of the stock.

Contact us at DevelopmentDepartment@BethesdaLC.org or (800) 369.4636 for assistance with making this kind of gift.

Retirement Assets

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield you or your heirs from taxes and empower members of our community to live healthier and independent lives.

Many people who have funds in a retirement account that they no longer need use those funds to support a cause that is important to them. Consider transferring all or a portion of a retirement account to Bethesda. Or, if you may choose to defer your gift by designating all or a portion of the account to Bethesda to make a lasting impact for generations of our community members to come.

Contact us at DevelopmentDepartment@BethesdaLC.org or (800) 369.4636 for assistance with making this kind of gift.

Life Insurance

Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

Often times, a life insurance policy has outlived its intended use especially if your children and heirs are financially independent. Consider using a policy to help people with intellectual and developmental disabilities thrive.

Contact us at DevelopmentDepartment@BethesdaLC.org or (800) 369.4636  to learn more about making this kind of gift.

Personal Property

Do you have personal items that hold value, but you no longer wish to keep? A gift of artwork, coins, antiques, or other personal property can be excellent donations to Bethesda. These gifts will be used to support our programs and living spaces for our community members.

Please contact us if you have items you would like to donate by calling (800) 369.4636 or emailing DevelopmentDepartment@BethesdaLC.org for assistance with making this kind of gift.

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Lorene King

Lorene King

Vice President of Philanthropy