Planned giving is a wonderful way to leave a lasting legacy, while sharing your good fortune, fulfilling your philanthropic goals, and helping men, women and children, who are experiencing homeless in our community. It is a legacy that truly benefits the next generation. There are many ways to make a planned gift, providing tax advantages to you and your heirs.
Include Bethlehem Inn in your Will
A gift by will or revocable living trust may be set for a specific dollar amount, a percentage of the total estate or the remainder of assets after other distributions.
Designate Bethlehem Inn as an IRA beneficiary
Naming Bethlehem Inn as a beneficiary of retirement plans and deferred annuities allows you access to the funds during life and provides probate-free transfer of assets to the Inn. This type of estate gift can diminish tax consequences, allowing Bethlehem Inn to benefit.
Name Bethlehem Inn as a beneficiary of your Life Insurance Policy
Policies that are no longer needed for family or business protection purposes make excellent charitable gifts. When you transfer ownership of the policy to Bethlehem Inn the cash value of the policy is a tax deductible gift, as are all future premium payments.
Name Bethlehem Inn as a charitable beneficiary of your Donor Advised Fund
If you have a donor advised fund and you choose not to name an account successor, you can specify that the fund’s remaining assets go to Bethlehem Inn.
Please consult an attorney or financial advisor about setting up any of these plans.
For more information or to notify Bethlehem Inn that you have made a planned gift, please contact Kim Fischbach at 541.322.8768 ext. 21 or firstname.lastname@example.org.