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Planned Giving

Welcome to Bethel College Planned Giving & Estate Design Center

Thank you for your interest in Bethel College. We know that you want to do everything possible to provide well for your family, and to help the ministries and charities you care about.  We can help.  You'll find resources to help you make wise and beneficial estate design decisions. 

Another great resource is our e-newsletter sent on a regular basis.  Sign up now.

Are you one of the 7 out of 10 Americans who do not have a will, or who haven't reviewed theirs over the last 5 years?

Let us send you our Wills Kit to help you start the process. This resource will help you prepare for a successful, and shorter, visit with your attorney. For those who have a will, you'll be able to access what may have changed that could impact your estate plan. Click here to request your kit today.




Benefits for Your Family and Bethel College

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.


Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Bethel College shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.


A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Stephen J. Matteson, Ph.D
Assistant Vice President
for Development and Planned Giving
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact steve.matteson@bethelcollege.edu.

If you are a professional advisor, you may take the following steps on this site.







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