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Creative & Planned Giving

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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
Bethel
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Bethel University with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Bethel University.

  1. You transfer cash or property to Bethel University.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

Meet Dan and Linda Engstrom

Dan Engstrom attended Bethel for just one year, while his wife Linda was a three-year Bethel employee in the 1960s. Yet those brief experiences fueled a passion for the university and its mission, resulting in the couple's lifelong commitment to charitable giving to Bethel.

"A charitable gift annuity to Bethel does two things," says Dan. "It provides income for us for our whole lives, and it also supports the Lord's work." Linda says the couple gives to Bethel because they believe in what it stands for. "Bethel's vision has always focused on the whole person, emphasizing both the spiritual and the academic," she says. "We believe in Bethel." Read more


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