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 a donor-advised fund (avoid paying long-term capital gains tax and benefit from a possible tax deduction while controlling the amount and timing of the gift).

 

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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Trey Scott, Associate Partner at Sanders & Scott, ChFC (Chartered Financial Consultant), is available for a phone conference or face-to-face meeting to discuss strategies. All conversations are confidential and at no cost to you. His objective is to help you continue your support for Bethlehem Ministry in the most beneficial way for you. Trey is the former Executive Director for Bethlehem Ministry.

 

Contact information for Mr. Scott: ​phone: 770-596-2520 or email: trey@prestonsanders.net

 

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