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Planned Giving

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.

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...

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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.

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.

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You are at: Planned Giving > Gift Options > How to Give > IRA Rollover

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IRA Charitable Rollover

You may be looking for a way to make a big difference to help further our mission. If you have 70½ or older, an IRA charitable rollover is a way you can help continue our work and benefit this year.

If you are interested in having your IRA fund a charitable gift annuity, please refer to the Charitable Gift Annuity from IRA Rollover page.

IRA Charitable Rollover
IRA (Custodian)
Bethel
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Benefits of an IRA charitable rollover

  • Avoid taxes on transfers of up to $105,000 from your IRA to our organization
  • 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 us.
  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.

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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.