Planned Giving at Kentucky Baptist Foundation
Charitable Gift Planning

Charitable Gift Planning

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Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to Kentucky Baptist Foundation for one or more charitable causes.
  • Kentucky Baptist Foundation sells your securities and uses the proceeds to fund or add to an endowment benefiting one or more causes of your choosing.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.


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Kentucky Baptist Foundation
P.O. Box 436389
Louisville KY 40253-6389
502-489-3533 | Fax: 502-489-3564



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