Make a plan, change lives.

You can use gift planning to be a wise and faithful steward of the resources God has entrusted you, to honor your values, and to have a big impact on children and families for generations to come.

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FAQs about gift planning

What are the benefits of gift planning?

Tax benefits are a clear advantage of gift planning. Beyond that, gift planning can also help you reinforce your values, invite your family to participate in your charitable giving, secure income for yourself and loved ones in retirement, and much more.

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How can I build a plan to maximize my impact at Bethany over time while minimizing taxes?

Organizing your giving is a great way to make sure you’re being a wise steward and making an impact. We can help you think through your approach to short, medium, and long-term giving.

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How can I involve my family in my giving?

Involving your family in your giving is a great way to ensure your values are passed on to the next generation. Setting up a donor-advised fund or another structured giving approach is a great way to start. We can help you build a gift plan that will bring your family into your giving with a gift planning conversation.

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How can I secure income in retirement through giving?

Setting up a charitable gift annuity (CGA) is a great way to ensure consistent, timely income for yourself and a loved one, all while supporting Bethany Christian Services. Starting in 2023, you can use your retirement accounts to fund your charitable gift annuity.

To learn more, contact our senior director of gift planning at giftplanning@bethany.org or (302) 299-7339.

What can I do with a will?

With a valid will or trust, you can choose who gets your property, name guardians for your children, provide a home for your pets, and more. It takes only 20 minutes, and you can update your documents later if your plans change.

Your will is a great way to pass on your assets to loved ones and the causes that are important to you.

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What is a donor-advised fund?

A donor-advised fund (DAF) is a type of charitable giving account a donor can open with investment advisors, community foundations, or the National Christian Foundation. The funds are invested by the fund manager and the donor can make gifts from the DAF over time.

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How can I give from a retirement account?

Donors age 70.5+ can make gifts from an individual retirement account (IRA) through a gift called a qualified charitable distribution (QCD). These gifts can also help you reduce income taxes because it’s considered part of your required minimum distribution.

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How can I use life insurance as a gift?

If you have a life insurance policy that you no longer need, donating it to Bethany is a great way to make sure your policy has an impact. To learn more, contact our senior director of gift planning at giftplanning@bethany.org or (800) 238-4269.

African American woman counsels elderly couple on how to create their will

The gift planning conversation

A gift planning conversation can help you bring your family goals, financial goals, and charitable goals closer together. We can help you explore tax benefits, understand how to deepen your family’s engagement in your giving, determine how to structure your short-, medium-, and long-term giving, and much more.

To schedule your gift planning conversation, reach out to your donor representative. If you do not have a representative, please contact us at giftplanning@bethany.org or (800) 238-4269 to get started.

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Contact a Bethany gift planning specialist via phone (800) 238-4269 or email. giftplanning@bethany.org

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Create your will online

Ready to get started? Our partner, Freewill makes it easy to complete your will online. It only takes minutes to put your affairs in order and your mind at ease.

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