Planned Giving

A planned gift is any meaningful major gift made during a lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, personal property, or cash.

Your commitment establishes a legacy by making a significant contribution to Bethlehem University and its students. You can use a broad range of assets to tailor your plan as needed for your personal situation. Bethlehem University Foundation encourages you to consult your attorney and or financial planner when considering an estate gift.

If you would like to partner with BUF and establish a planned gift, please contact James Howell, [[email protected]] for additional information.

Ways to Include Bethlehem University Foundation in your Planned Giving

Bequest: Include BUF in your will with a specific or percentage amount of your estate.
Life Insurance: Support BUF by making the foundation a beneficiary of your life insurance policy.
IRA Designation: Designate BUF as a beneficiary of a retirement plan and minimize taxes.
Charitable Remainder Trust: Make a gift to BUF that allows you to receive regular income for life or a term of years.
Charitable Lead Trust: Give regular distributions to BUF through a trust for a period of years or your lifetime.
Donor-Advised Fund: Give to BUF through a tax-deductible donor advised fund administered by a community or private foundation.

Sample Bequest Language

A meaningful way for you to support Bethlehem University Foundation is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.

Give the Entire Residue of your Estate

I give the rest, residue, and remainder of my estate, after the payment of all expenses, taxes, and debts, to Bethlehem University Foundation presently located at 6001 Ammendale Road, Suite 200, Beltsville, MD 20705.

Give a Fraction of your Estate

I give Bethlehem University Foundation _____ % (fraction spelled out) of the rest, residue, and remainder of my estate, after payment of all specified bequests, expenses, taxes, and debts, to Bethlehem University Foundation presently located at 6001 Ammendale Road, Suite 200, Beltsville, MD 20705.

Give a Specific Amount of your Estate

I give $ _____ (number spelled out) to Bethlehem University Foundation presently located at 6001 Ammendale Road, Suite 200, Beltsville, MD 20705.

Give a Contingent Amount

If none of the persons I have identified above as beneficiaries of my estate survive me, I give the rest, residue, and remainder to Bethlehem University Foundation presently located at 6001 Ammendale Road, Suite 200, Beltsville, MD 20705