Ways to Give

Since the earliest days of BSA’s history at the dawn of the 20th century, members and friends of the Society have sustained our organization by giving while also building a philanthropic legacy for themselves. There are several different ways to give. Please find more information about ways you can support our mission below and always feel welcome to contact the Society’s Executive Director to start a discussion.

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The Bibliographical Society of America is a 501(c)3 non-profit organization.

Tax ID: 13-1632509.

The Bibliographical Society of America does not provide tax or legal advice. This information is for educational purposes only, has been prepared without regard to the individual financial circumstances and objectives of persons who receive it, and does not provide individually tailored advice. The appropriateness of a specific strategy will depend on an individual’s circumstances and objectives.

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Gifts of cash ↑

Donate online with your credit card at any time! The button below will direct you to our online donation page.

You can also mail a check made out to the “Bibliographical Society of America” with “Annual Fund” in the memo, to the BSA office at the address below.

BSA Mailing Address:
PO Box 67
Shutesbury, MA 01072

Qualified charitable distributions ↑

Any QCD counts towards satisfying your IRA Required Minimum Distribution (“RMD”) for the year in which you make your gift. You can donate part of your RMD to charity and withdraw the balance as retirement income or you can give more than your calculated RMD each year—up to an annual limit of $100,000—and completely avoid paying income tax on these monies.

To qualify for the tax break and make your charitable gift with pre-tax dollars, any QCD distribution must be transferred directly from your IRA to a qualified charitable institution.  Note that you cannot receive anything of value as a result of your donation. For example, you cannot get tickets to a charitable event in return for your QDC gift.

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Are you a good candidate to make a qualified charitable distribution?

If you can afford to donate IRA monies to a favored charity, then you could benefit tax-wise if you meet one or more of the following situations:

  • Many retirees take the standard deduction when calculating their income tax liability because they don’t generate enough deductible expenses or income to make itemizing worthwhile. As a result, they could be losing out on the tax advantages of deducting their charitable donations. Using the tax-free IRA QCD provision as a way to make charitable contributions would allow you to obtain a tax benefit from your contribution regardless of whether you itemize or take the standard deduction.

  • Monies donated through a QCD count both towards your IRA RMD and as a charitable gift. While your QCD gift will not be listed as a deduction on Schedule A of your tax return, any QCD amount that satisfies your IRA RMD will reduce your Adjusted Gross Income (“AGI”) for the tax year in which your donation is made. A lower AGI could potentially reduce your income tax bracket and lower the odds that you will be affected by various unfavorable AGI-based tax rules—such as those that cause you to pay more for Medicare, subject your investment income to an additional 3.8% Medicare surcharge, or result in lower tax-deductibility of rental expenses.

  • When individuals have made non-deductible contributions to their traditional IRAs, the taxability of RMDs are calculated proportionately from taxable and non-taxable funds. In the case of a QCD, a preferential rule treats QCD gifts as coming first from taxable funds, thus increasing the tax benefit of donor gifting.

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Gifts of stock ↑

A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to the BSA, by eliminating the capital gains tax that would be due upon selling the stock, you receive tangible tax-savings and benefits while also supporting our mission.

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To initiate a gift of stock to BSA, please contact your broker and provide the following information:

Bridgewater Advisors Inc.
DTC Clearing 0164, Code 40
ACCT Name: Bibliographical Society of America
(Tax ID# 13-1632509)
ACCT Number: 2712-1108

Should you have further questions, please contact:

Erin McGuirl, Executive Director
1-347-222-6098 (call or text)
executive.director@bibsocamer.org

BSA Tax ID 13-1632509

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Planned giving ↑

In 2020, the Bibliographical Society of America established a Legacy Society named after distinguished bibliographer Margaret Bingham Stillwell (1887-1984). Our intent in founding the Stillwell Society was to recognize the long tradition of giving at BSA and to ensure a vibrant future for tomorrow’s bibliographic scholars.

We welcome new members of the Stillwell Society at any time! Follow the button below to read more about the Society and read the list of current members.

Support the Fellowship or New Scholars Program ↑

Bibliophiles like you can leave a legacy of philanthropic support for the field of bibliography by supporting the BSA Fellowship and New Scholars program. Both of these programs have grown thanks to the generosity of donors, who established awards named for themselves and others through endowments and bequests.

Supporting these programs does not need to come in the form of a major gift. If you would like to support one of these programs, we welcome you to contact the BSA Executive Director to discuss opportunities available. Each year the Society funds a diverse array of research, focusing on material texts across the chronological and cultural spectrum. Chances are, there is a project under consideration in alignment with your interests that needs support right now!