Planned Giving Opportunities

HOW YOU CAN HELP

Tree Lined RoadPlanned Giving to Bethany Children’s Home is a gift of accumulated assets for troubled children and families.  Your gift may be undesignated or designated to our endowment, which subsidizes 30% of our programs.  Shrinking tax dollars, inflation and a growing number of children requiring relief from abuse and crisis situations are just a few of the reasons we ask you to think of making a gift to Bethany Children’s Home.   Please click here to learn more about the ways you can give a planned gift. 

Some easy ways to do planned giving-

BethanyEntrance-gym (2)A bequest in your will.  That’s the way most people make gifts of accumulated assets.  It can be a direct bequest of a stated amount of money.  However you might like to consider a percentage bequest .  You give a percentage of your estate instead of a defined dollar amount because you never know what the value of your estate may be at your death.  A residuary bequest is another option.  It is when the remainder of your estate is given to Bethany after everything and everyone else is paid or remembered.

Sample Bequest Language

Leinbach Cottage

A life insurance policy.  You may assign dividends or name Bethany as your primary or contingent beneficiary for all or part of the proceeds of the policy.  Or Bethany can purchase a life insurance policy on your life.  The premiums would be donated annually by you to Bethany; there would be a tax deduction for you and upon your death the proceeds would come to Bethany.  Tax benefits may come with life insurance benefits, and you should ask your life insurance agent for details.

With retirement plans.  You might consider naming Bethany Children’s Home for part or all of the funds in your retirement plan after your loved ones are not available to receive the benefits.  The person or financial institution handling your IRA, other retirement plan or profit sharing account can help.

Or you can make a gift and receive an income.  Bethany offers:

  • Charitable Gift Annuities-$1,000 minimum gift
  • Deferred Charitable Gift Annuities-$1,000 minimum
  • Pooled Income Fund-$2,000 minimum gift
  • Charitable Remainder Trusts-$50,000 minimum gift

 Income rates and tax benefits vary, and are determined by your gift and the life income vehicle you choose.  For example, a gift of appreciated stock could reduce your capital gains and make for a larger gift to our institution.

 But tax relief is not the major reason that people make gifts.  It is because they believe in a charity’s mission. The result is most donors live longer, heal faster and are mentally healthier than their “Scrooge” counterparts.  So come on, get healthy.  GIVE to Bethany Children’s Home.  Children have been our mission for 152 years.  

If you would like more information about Bethany or Planned Giving please contact us at mkerber@bethanyhome.org.

 Check out UCC Planned Giving Resources at: http://www.ucc.org/giving/

  • Estate Planning Record
  • Gift Annuity Application Form
  • Local Church Planned Giving Manual
  • Gift Annuity Rates

 Additional Resources:

United Church Foundation      http://www.ucfoundation.org/

United Church of Christ Financial Ministries  http://www.ucc.org/finance/index.html

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