Annual & Tribute Giving
Annual & Tribute Giving
Join the Bethesda Legacy Society
Legacy Society membership begins with an annual gift of $500 or more. As with any gift to the Bethesda Health Group Foundation, you can designate your Legacy Society gift to a specific Bethesda community, service or program.
Opportunity Level $500-$999
Empowerment Level $1,000-$2,499
Independence Level $2,500-$4,999
Founder Level $5,000-$9,999
Pillar Level $10,000 and more
Membership benefits include a unique donor gift; invitations to our annual Legacy Society donor appreciation luncheon; educational events, free seasonal flu vaccines, a free subscription to Bethesda’s Pulse newsletter, and a current edition of the St. Louis Times Seniors’ Resource Guide. Donor recognition includes acknowledgement in Bethesda’s annual Report to the Community and our Donor Honor Roll. You can become a Legacy Society lifetime member if you name Bethesda as a beneficiary in your estate plan.
Make a Tribute Gift to Tradition of Excellence
Your donation can be a “tribute gift” in honor or memory of someone special. When you donate to Bethesda’s “Tradition of Excellence” program, you are supporting excellence in senior care while paying tribute to a friend, family member or loved one. A tribute gift is a meaningful way to convey sympathy to the bereaved or honor someone by commemorating a special occasion, such as an anniversary, birthday, holiday or Veteran’s Day. You also may want to recognize an exceptional caregiver. Since the holidays are a special time of year when many like to recognize loved ones, Bethesda also offers an annual Hope Dove Tribute Program.
Bethesda sends a note with your special message to the honored individual – or the family of those memorialized – informing them of your tribute gift. The gift amount is kept confidential. Whether you allocate your donation for a specific Bethesda residential community, service or program, or for general support or humanitarian care, your tribute gift enables Bethesda to continue its tradition of excellence. Tribute gifts of $500 or more count as Legacy Society membership.
Donate a Commemorative Brick
Our commemorative brick program features engraved brick memorial walkways in the gardens and courtyards at Charless Village, Bethesda Dilworth, Bethesda Hawthorne Place and Bethesda Meadow. When you participate, you are helping to build Bethesda’s future “one brick at a time.” Your tax-deductible gift can:
- Honor a friend or family member
- Pay tribute to a veteran or exceptional caregiver
- Celebrate a special occasion, such as a birthday, anniversary or holiday
- Say thank you to a colleague
- Show the community spirit of your partnership with Bethesda
Your engraved brick creates a permanent tribute, and you receive a photo upon installation. Donor recognition includes acknowledgement in Bethesda’s annual Report to the Community and our Donor Honor Roll. Brick gifts of $500 or more count as Legacy Society membership.
Brick Gift Options
- $250 purchases a 4” x 8” brick with up to three lines of engraved text.
- $500 purchases a 8” x 8” brick with up to six lines of engraved text OR up to three lines of engraved text with an inscribed logo. (Logo artwork must be black and white, no larger than 4” x 4” and submitted with the brick gift form.)
Leave a Gift with “Lasting Impressions”
Bethesda’s “Lasting Impressions” program underwrites the purchase of artwork to beautify the walls of our communities or outdoor pieces to adorn the outdoor living spaces and courtyards. You can bring a glimpse of beauty for Bethesda residents to enjoy by making a gift in memory or in honor of someone special. No matter which Bethesda community you choose to leave your “lasting impression,” your gift will enhance the space. Art engages people emotionally; the beauty of plants, shade trees and comfortable benches offer seniors and families welcoming spots to enjoy.
Lasting Impressions Gift Options
- $250 Custom Artwork
- $500 Ornamental Tree
- $1000 Stone Planter
- $2500 Park Bench
Give Each Year to “Hearts for Our Homes”
Bethesda Health Group Foundation coordinates a fundraising campaign, “Hearts for Our Homes,” for two weeks each spring. Employees, residents and volunteers engage in fun-filled activities throughout the campaign to raise funds and personally pledge their contributions so residents will always have a home at Bethesda. During the 2017 campaign, we reached a new fundraising level — raising $141,000!
Multiply Your Impact with Matching Gifts
You can help twice as many seniors at Bethesda if you or your spouse works for one of the many companies, businesses or organizations that match charitable contributions. These matching gift programs can multiply the impact of your charitable giving; simply request matching gift information from the Community Relations or Human Resources Department to provide to us when making your gift. Some employers may require you to register online with their matching gifts program.
Click here for our full list of matching gift companies.
Ways to Donate
Check and Credit Card
An outright gift via check or credit card is the most direct way to help, plus it qualifies for a full charitable deduction if you itemize your federal income tax return. We accept all major credit cards. A payment towards a multi-year pledge is deductible in the year that you make it. Check and credit card gifts are deductible up to 50 percent of your adjusted gross income for the taxable year. Any excess is deductible during the next five years.
Transferring shares of stocks, bonds or mutual funds is a great way to make a charitable gift because of the two-fold income tax savings. You are not subject to the capital gains tax if the securities have appreciated, and you can take a charitable deduction for the current fair market value of the securities. If you have taken a loss on securities, you may want to consider selling them and donating the proceeds, which allows you to recognize the loss as a tax deduction. The limit on deductibility in any tax year is 30% of your adjusted gross income with any excess deductible during the next five years.
Please ask your financial advisor to contact the Bethesda Health Group Foundation for our Depository Trust Company (DTC) number and transfer information when you choose to donate securities.
Retirement Plan (IRA) Distributions
If you are age 70½ or older, you can transfer funds directly from a traditional or Roth IRA to the Bethesda Health Group Foundation without reporting this as taxable income. If you meet the age requirement, gifts from your IRA count toward your required minimum distribution with no taxes due. Since IRA funds are not taxable income, using your IRA to make donations is the equivalent of a full income tax deduction, which is especially valuable for those who don’t itemize when filing their income taxes.
You also can name the Bethesda Health Group Foundation as residual beneficiary of any retirement plan assets, such as an IRA, 401k, 403(b), or Roth IRA. When you make such a designation, this allows you to defer your charitable gift to the end of your lifetime, and perhaps reduce or eliminate income and estate taxes up to 40 percent.
Gifts of real estate or property can provide important tax advantages. The property’s full fair market value is deductible as a charitable contribution with certain limitations. Whether your property has increased or decreased in value, you may be able to donate it with substantial benefit to both you and Bethesda.
You also can name the Bethesda Health Group Foundation as beneficiary of your property. Contact us to discuss the property specifics and the best way to handle your gift consideration.
Bethesda Resident Account
One of the easiest ways for Bethesda residents to make a gift is through their resident account, because arranging for this donation is as simple as contacting the General Manager or business office at your Bethesda community. The contribution appears on the resident’s monthly Bethesda statement as a gift to Bethesda, and is fully tax deductible. No checks, funds transfers or credit card transactions are required.
For more information on how your gift can make a difference, please call or write:
Bethesda Health Group Foundation
1630 Des Peres Road, Suite 290
Saint Louis, Missouri 63131-1800