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Planned Giving
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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further Bethel University's mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support Bethe; students and benefit this year.

IRA Charitable Rollover
IRA (Custodian)
Bethel
Charity image

Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $100,000 from your IRA to oBethel University
  • Satisfy your required minimum distribution (RMD) for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts
  • Help further the work and mission of our organization

How an IRA charitable rollover gift works

  1. Contact your IRA plan administrator to make a gift from your IRA to Bethel University.
  2. Your IRA funds will be directly transferred to our organization to help continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Contact us

If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.

If you have been so generous as to include an IRA rollover to Bethel University as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

IRA Rollover Legislation Expands Options for Donors

Chuck Scott '68 has given faithfully to Bethel for more than 40 years. He sees giving a direct contribution out of his IRA to be "a great advantage" and a way to advance the Kingdom of God. Read more

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Bethel students are called to be whole and holy people that bring the light of Christ into the world.

Join us in raising the next generation of faith-filled leaders and adventurous Christ-followers. Your legacy gift will have a lasting impact for generations to come.