Stocks and Other Asset Giving

There are smart ways for you to support Bethany House that also help you save on taxes now or in the future!

Gifts of Stock

Transfers of appreciated stock are an efficient way to support Bethany House while also avoiding capital gains taxes. You can donate any stock you have held for more than one year.

Contact your broker to initiate a stock transfer and share with them the following information:

Custodian: PNC Bank
Contact: Scott Horowitz, 412-995-1769
Account Name: Bethany House Services Pledged
DTC Number: 2616
Account Number: 21-75-070-6820634

Gifts from IRAs (Retirement Accounts)

If you are 72 ½ years or older, you can give up to $100,000 directly to Bethany House from your IRA without paying taxes on the money. This is called a “Qualified Charitable Distribution” (QCD). Furthermore, a QCD counts towards your “Required Minimum Distribution” (RMD). You will immediately benefit from tax savings, and you will get to jump-start your legacy, while also seeing the impact of your donation.

Donor Advised Funds

You make a contribution to a charity that holds and manages your money in a Donor Advised Fund, and you receive an immediate tax benefit. You can then recommend grants to Bethany House from this fund any time you’d like.

Legal Name: Bethany House Services, Inc.
Address: 4769 Reading Road, Cincinnati, OH 45237
Tax ID: 31-1101401

If you have questions or would like more information, please contact Daniel Flynn, Chief Development Officer, at dflynn@bhsinc.org or 513-557-2214.