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Planned Giving

About Trusts

God Calls us to be faithful stewards of the blessings He provides. Establishing a trust is a wise and loving way to ensure your family is cared for and your resources are used according to His purpose.

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Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

Scholarships

Every student's story is different, but the ability to afford college is increasingly difficult and widespread. Scholarships make it possible for students to choose...

Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

Donor Advised Fund

Donor-advised funds offer you a flexible vehicle for charitable giving. Having a DAF is like having your own private foundation...

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Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization...

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Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust.

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Planned Giving allows you to:

  • Provide for you and your family
  • Take advantage of tax incentives
  • Benefit Bethel and other charitable organizations for years to come.

Free Wills Guide
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You are at: Planned Giving > Create Your Plan > Planned Gifts Calculator > Deferred GA

Help Deferred Gift Annuity
One Life Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
Date of Birth
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
Date of Birth
Payout Date
Enter the date of the first payment to be made on this annuity.
10% 12% 22% 24% 32% 35% 37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
scriptsknown

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.