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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 seek the advice of your financial planner for an arrangement that works best for you.

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 AUC 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.