Because Terrier Rouge and the efforts of Bethlehem Ministry hold a special place in your heart, as you meet with your CPA, financial professional, or attorney, please ask how planned giving can benefit both you and those we serve in Haiti. 

A “planned gift” does not have to be extremely complex or cost lots of money in legal fees.  Below are a few ways planned giving can make an immediate impact as well as leave a legacy.

 

During Life Gifts (Gifts in Action During Your Lifetime):

• Gift your required minimum distribution (from your IRA) directly to Bethlehem Ministry. You will avoid the necessity of reporting the amount of your contribution as current taxable income.

• Transfer highly appreciated stock/mutual funds to Bethlehem Ministry (avoid paying long-term capital gains tax and benefit from a possible tax deduction).

 

Testamentary Gifts (Leave a Legacy):

• Give through your will or Trust

• Name Bethlehem Ministry, Inc. as a beneficiary to your life insurance policy. Our tax ID is 58-2057480.

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To make a gift of stock, contact Melissa Barron at Elwood & Goetz at 706-548-1025 or melissa@elwoodgoetz.com.

 

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