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Charitable Gift Annuity

You may be worried about relying on uncertain investments in the stock market for your retirement income. A charitable gift annuity with Bethel University provides you with a secure source of guaranteed fixed income for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
Bethel
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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 Bethel University's 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.

If you have been so generous as to include a charitable gift annuity 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.

Chuck and Jan Rehman

Charitable Gift Annuities Are a Win-Win for Bethel Donors

Take it from retired pastor and Bethel donor Chuck Rehman-"You don't have to be a millionaire to give." After selling their cabin, Charles "Chuck" '53, S'60 and Janice Rehman took out a Charitable Gift Annuity with Bethel. "It's something I wouldn't hesitate to promote," Rehman says. 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.