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.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.
Weekly Article
Gift Annuity that Provides for Someone You Love When the harvest is over it is a time to celebrate, then rest. Years ago it was customary for families to gather at one farm or ranch until all their crops were harvested and in for the winter. More ...
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.
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 >>.
Tax-Free Sale Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with Bethel College. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.
Peace of Mind Gift Annuity Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
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.