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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.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. 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.
 | 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 >>. |
 | 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 >>. |
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.
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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.
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