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...

Learn More

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...

Learn More

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 eNewsletter

Free Wills Guide

Plan Your Will

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Make a Future Gift of Retirement Assets

Search For My Custodian:

IRA web page

Notify us of your beneficiary designation gift

Your Name

Your Email

Comments

Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Bethel University as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

Your Name

Your Address (Street or P.O. Box)

Your ZIP

Notify us of your IRA gift

Your Email

Comments

Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support Bethel University. You can designate Bethel as a beneficiary of a retirement, investment, or bank account, or your life insurance policy.

Donor

Designation Form

Account Custodian

Property
(IRA/Investment)

Bethel

Benefits of a beneficiary designation gift

Support the causes that you care about
Continue to use your account as long as you need to
Simplify your planning and avoid expensive legal fees
Reduce the burden of taxes on your family
Receive an estate tax charitable deduction

How a beneficiary designation gift works

To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker, or insurance agent.
Ask them to send you a new beneficiary designation form.
Complete the form, sign it, and mail it back to your broker, banker, or agent.
When you pass away, your account or insurance policy will be paid or transferred to Bethel University, consistent with the beneficiary designation.

Important considerations for your future

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment, or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

Contact us

If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.

Click here to learn more

Flexibility—Most beneficiary designation forms are very flexible. You can name Bethel University as a "full" or "partial" beneficiary of your account or life insurance policy. You can also name Bethel University as a "primary" or "contingent" beneficiary.

Family Considerations—Beneficiary designation gifts allow you to provide for family and support the causes that matter most to you. With a designation form you could, for example, name your spouse as the "primary" beneficiary and each of your children and Bethel University as "partial contingent" beneficiaries. With this arrangement, if your spouse survives you, he or she would receive the account. If not, the account or policy would be paid out to your children and Bethel University in whatever shares (or percentages) that you chose on the designation form.

Terminology—Beneficiary designation gifts are simple and straightforward. Common terminology includes "beneficiary designation" but also includes "payable on death" or "transfer on death." The term "beneficiary designation" is most commonly used when naming beneficiaries of retirement plans or life insurance policies. The term payable on death (or "POD") typically involves the designation of a beneficiary of a checking account, savings account, or certificates of deposit, and transfer on death (or "TOD") often involves the designation of a beneficiary of stocks, bonds, or mutual funds.

Additional Materials
To download a brochure and learn more about Beneficiary Designation gifts, click here.
To download a brochure and learn more about TOD gifts, click here.
To download a brochure and learn more about POD gifts, click here.

Beneficiary Designations and Real Estate—Some states even allow "beneficiary designation deeds" or "transfer on death deeds," which would allow you to name Bethel University as the survivor beneficiary of your home, farm, or other real estate. As with other beneficiary designation gifts, these gifts are revocable by filing a revocation or new beneficiary designation deed.

Thank You

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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.