Donor Advised Fund

Are you looking for a way to benefit Bethel University both now and in the future? Would you like to simplify your annual and lifetime charitable giving?

A donor advised fund (or DAF) might be a great solution for you. You can also use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children can carry on your legacy of giving.

Donor Advised Fund

Stock or Cash

Donor Advised Fund

Bethel

Benefits of a donor advised fund

• Establish a flexible vehicle for annual charitable giving
• Benefit from a more tax- and cost-efficient alternative to a private foundation
• Receive an estate tax deduction and savings from your gift
• Obtain a charitable income tax deduction in the year of your gift

How a donor advised fund works

1. You make an initial, irrevocable gift of cash or stock to fund a DAF at Bethel University.
2. The assets in your DAF grow tax-free.
3. You make annual recommendations on gifts to be made from your DAF.
4. When you pass away, your children may recommend charitable gifts from your DAF.

More on donor advised funds

A donor advised fund has several advantages when compared to a private foundation. The start-up time and cost are minimal for DAFs, and gifts to DAFs are generally deductible at fair market value. A DAF is also not subject to the distribution requirements and certain excise taxes faced by private foundations.

Contact us

If you have any questions about donor advised funds, 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 a donor advised funds 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.

A Foundation for Giving

Alan and Becky Johnson first learned about Bethel through a small group at their church. Through the years, Bethel remains a unique place to the Johnsons. "One of the things that we love about it is that it's a university that's trying to actually be true to its mission and has endured through a lot of change and pressure to change what it does," Alan says. "But it's been able to be consistent in achieving excellence in Christian education."

That's a key reason the Johnsons support Bethel to this day. Since 2013, they've done almost all their giving through a Bethel Foundation donor-advised fund (DAF). "Anyone who desires to be philanthropic and hasn't used a vehicle like a foundation, absolutely should check it out-[they] should fully understand it before they decide how to do their giving in the future," Alan says.

Read their story and find out the benefits they see in establishing a donor-advised fund with Bethel.