Planned Giving

Welcome

Welcome to the planned giving page for Bethesda Mission, and thank you for visiting. The services and programs provided by Bethesda Mission rely on donations from caring people like you. One way you can support our efforts is through a planned gift.

We have provided information through this page to help you better understand the various planned giving options available and determine which one may be right for you and your family. Here you can learn how to plan a gift to Bethesda Mission and learn how to design a planned gift that enhances yours and your family’s financial well-being, while helping support our cause. There are simple ways to give such as making a charitable bequest in your will, to more complex trust strategies that provide substantial income and estate tax advantages.

Our development team is prepared to help you coordinate a planned gift that is tailored to meet your own unique financial and estate planning needs. We welcome the opportunity to discuss your philanthropic goals.

Sincerely,

Scott Dunwoody
Executive Director

Through our partnership with GiftWise, you have access to an online platform where you can easily make a legally binding will in less than 20 minutes and even leave a gift of any size to Bethesda Mission at no cost to you. Get started here. 

 

Below is a link to a recording of a webinar “Maximizing Tax Savings Through Charitable Giving,” presented by Kyle Stuckey, CPA/PFS, CFP^®, Lead Advisor at JFS Wealth Advisors on 11/20/19.  If you have any questions regarding the material presented or would like to speak with Kyle about additional planning opportunities, feel free to contact him directly at kstuckey@jfswa.com or by calling 717-975-0509.

https://uploads.jfswa.com/2019/11/22145116/zoom_0.mp4