A legacy gift ensures that Bethesda remains a vital community asset for future generations in our community. Planned giving is the process of carefully selecting the best methods and assets for making a gift such as cash, stocks, bonds, real estate, trusts and bequests for meeting your long term financial and philanthropic goals. Such gifts provide an opportunity to support those served by the Bethesda Foundation while benefiting you and your family.
How can you help to ensure Bethesda’s future?
Gifts Planned or Deferred
A bequest in your will or a living trust can be an effective way of making a gift to the Bethesda Foundation while reducing the taxable portion of your estate. Whatever your goals or financial situation, planned giving offers a number of options from which to choose. The following offers some ideas of how to plan a gift that’s right for you, and is not a substitute for advice your own advisors.
As you consider your options, remember that everything you own may be subject to federal estate tax. Charitable deductions allow you to deduct every dollar you give to charity through an outright bequest. Also, property placed in a charitable trust generally will not be subject to federal estate tax when the donor dies. If you have included a bequest for the Bethesda Foundation in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift. Download a PDF about planned or deferred gifts.
For additional information, please contact the Bethesda Foundation:
Stefanie Ryan, Development Director
320.214.5600 or firstname.lastname@example.org
901 Willmar Ave SE
Willmar, MN 56201