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Planned Giving
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Bethel University.

Gift of Stock and Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further Bethel University's mission today.

How to make a gift of stocks and bonds

By electronic transfer—If your financial services provider or broker holds stocks or mutual funds for your account, please instruct them to electronically transfer the securities to Bethel's account:

U.S. Bancorp Investments
Transfer Department
60 Livingston Avenue
St. Paul, MN 55107-2292

Account number: Bethel University #13429824
DTC number: 0280
Bethel University's Tax ID: 41-0708577

Once you have instructed your broker to make the transfer, please contact us with the number of shares and company name of the stock or mutual fund you are donating to Bethel University.

Also, let us know if you wish your gift to be used for a specific purpose at Bethel. Your gift will be credited and valued on the day your stock reaches the Bethel account.

By certified mail—If you possess stock certificates, please mail, by certified mail, the unendorsed certificates to Bethel. In a second envelope, send a stock power with your signature guaranteed to Bethel. You may obtain this power from your broker or bank. Please enclose a letter identifying the number of shares and company name of the stock you are donating to Bethel University. The gift is complete as of the postmark date of the last envelope received by Bethel. Or, you may deliver the stock certificate and stock power to us personally for immediate credit.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Bethel University as a beneficiary of stocks or bonds as part of your estate plan. We would like to thank you and recognize you for your gift.

    Meet Peter Rekstad '85: Financial Advisor, Bethel Foundation Board Member, and Bethel Donor
    Peter Rekstad '85 is an alumnus, Bethel Foundation board member, Bethel parent, and more. He works as an investment professional who often assists his own clients in giving gifts of stock, rather than selling it and giving the IRS part of the proceeds. His advice—which he lives by himself—is to use one's portfolio, rather than significant sums of cash, for charitable giving.
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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.