Welcome to Bethel College Planned Giving

Thank you for your interest in Bethel College. Our goal is to provide you and your family with helpful information. We have an increasing number of friends at Bethel College who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Bethel College. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at steve.matteson@bethelcollege.edu to have a conversation about this wonderful opportunity. To read more, please click here.

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Personal Planner

Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...

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.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Part Gift and Part Sale Sue and Jim bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Bequests for Scholarships Joe and Anna have been faithful supporters of Bethel College over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

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.

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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.

• View the latest charitable tax news.
• Research charitable tax questions.
• Calculate a charitable deduction.
• Sign up for the free weekly charitable tax e-newsletter.

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