Planned Giving

Generosity has long been part of Bethel’s story.

Asset-based and estate gifts can be one way to care for both your long-term financial goals and your philanthropic priorities. Intentional planning can help you support Bethel in a way that aligns with your values while also providing for your family and future needs.

Bethel's advancement team is here to help answer questions, provide clarity, and support next steps in a way that fits your season of life.

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Ways to give now

These options support Bethel’s work today and offer flexibility depending on how you prefer to give.

A simple and direct way to give, these one-time or recurring gifts provide immediate support for Bethel’s mission and ongoing priorities.

Gifts of appreciated assets, such as stocks, securities, cryptocurrency, real estate, business interests, or personal property, can be an efficient way to give. These gifts may offer tax advantages while allowing you to support Bethel without using cash.

Qualified Charitable Distributions (QCDs) allow eligible donors to make direct transfers from an IRA. These gifts can count toward required minimum distributions and may reduce taxable income.

Recommending a grant from your Donor Advised Fund is a straightforward way to support Bethel. It allows you to direct gifts from a fund you’ve already set aside for charitable purposes.

Ways to give in your estate

Estate gifts allow you to include Bethel in your long-term plans while continuing to care for family and loved ones.

Include Bethel as a recipient in your Will/Trust (or estate documents), allowing you to designate a specific amount, percentage, or asset to Bethel.

Naming Bethel as a beneficiary of a retirement account or life insurance policy is a simple way to give and often one of the easiest options to update.

A retained life estate allows you to donate a residence, farm, or other real estate to Bethel while you continue to live in or use the property during your lifetime. After your lifetime, the property is transferred to Bethel.

Some donors explore additional approaches based on their goals, assets, and family considerations. These conversations often begin with general questions and grow over time.

Ways to generate income

Some charitable strategies allow you to support Bethel while also receiving income during your lifetime.

A charitable gift annuity provides fixed payments for life in exchange for a charitable gift, with the remainder benefiting Bethel.

These trusts can provide a lifetime income or for a specific period, while allowing you to direct the remaining assets to Bethel.

A charitable lead trust provides Bethel with income for a specific period. After that time is up, the remaining assets pass to the designated beneficiary.

Giving information

Bethel University EIN: 410708577
DTC Number: [DTC number]
Email: giving@bethel.edu
Phone: 651.635.8050

If you have made a gift of stock, securities, or cryptocurrency, please let us know so we can ensure your gift is properly received and recorded.

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Take your next step

These giving opportunities reflect many of the most common ways to support Bethel, but they're not the only possibilities. If you're unsure which option best fits your situation, the advancement team can walk you through approaches that align with your personal and family goals—and your desire to support Bethel. We welcome your questions and are glad to explore next steps with you.

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