Royal Heritage Society

When you include Bethel University in your estate plan—a gift through your will, trust, insurance, retirement assets, or life income agreement—you demonstrate the depth of your commitment to Bethel. You become a member of The Royal Heritage Society, a distinguished group of investors whose combined commitments help ensure a strong and secure future for Bethel in the decades to come.

Gifts bestowed through the Royal Heritage Society support capital improvements, endowment growth, scholarships, academic programs, and a variety of other important services and programs.

On behalf of the students, faculty, and staff of Bethel University, we invite you to become a member of our Royal Heritage Society. By including Bethel in your estate planning, you will be making an enduring contribution to the mission and future of this great academic institution.

Membership in the Royal Heritage Society

Membership in the Royal Heritage Society is open to any individual, couple, or family who makes an estate or planned gift to Bethel University. Membership estate or planned gift options include:

• A gift by will or revocable living trust
• A gift that provides life income to the donor: gift annuity or charitable remainder trust
• Naming Bethel as irrevocable owner or beneficiary of an insurance policy
• Naming Bethel as beneficiary of a qualified retirement plan
• An endowed fund or endowed memorial gift

Royal Heritage Society Member Benefits

In addition to the deep sense of gratification that comes with making a personal contribution to the important mission of Christian higher education, membership in the Royal Heritage Society also entitles you to:

• Potential income and estate tax benefits
• A specially designed Royal Heritage Society membership gift
• A subscription to the newsletter, The Bethel Investor , that contains valuable estate planning information
• Your name in the official registry of the Royal Heritage Society
• Updates of Royal Heritage Society membership