Re: Are Synogogue Dues Charity?

B.L.E. (ernest-t@ix.netcom.com)
Wed, 9 Oct 1996 08:27:08 -0700

Joel Ehrlich wrote:
"The only deductible charitable contributions are those for which the donor
receives nothing in return. Dues do not meet this criterion, as the donor
gets membership benefits.... You cannot deduct shul dues! However,
contributions above the dues amount are deductible."

This is a very machmir (strict) (and not completely accurate) reading of
the tax code. Dues paid to a qualified tax-exempt organization are
deductible to the extent that you receive no benefits or privileges from
the organization for the dues, such as monthly bulletins or journals, use
of a library, or the right to attend luncheouns and lectures. Technically,
if you receive benefits, the organization should tell you how much of your
dues are deductible. In practice, however, I think everyone who itemizes
deductions does deduct their dues to synongogue and I would be very
interested to hear about a situation where the deduction was disallowed
because the taxpayer received the normal benefits associated with shul
membership.