Planned Giving at Kentucky Baptist Foundation
Charitable Gift Planning

Charitable Gift Planning

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Gifts Anyone Can Make

Did you know there are ways to support charitable causes important to you that don't affect your current lifestyle or your family's financial security?

  • You can make a gift that costs you nothing during your lifetime.
  • You can make a gift that leaves your cash flow and current financial planning unchanged.
  • You don't have to use cash to make your gift: you can "buy low and give high" by making your gift with appreciated securities instead.
  • You can gift an asset you no longer need or want.

Gifts Through Your Will
Give to charitable causes important to you without affecting your cashflow during your lifetime. (Sample Bequest Language)

Appreciated Securities
The IRS allows its most significant tax breaks for gifts of appreciated securities.

Business Interests
Give charitable causes important to you an interest in a closely-held or family business.

Life Insurance

  • New Policy - You can fund a future gift for charitable causes important to you and deduct premium payments.
  • Paid-Up Policy - Give charitable causes important to you a policy whose coverage you no longer need.
  • Gift-Replacement - Create a life-income gift for yourself; create an irrevocable insurance trust to restore the value of your gift to benefit your heirs.

Partnership Interests
Support charitable causes important to you by transferring an interest in a real estate or oil-and-gas partnership.

Real Estate
Make a substantial gift to charitable causes important to you through a transfer of residential, commercial, or undeveloped real estate.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

Retirement Plans
The balance of your retirement plan may be worth more when donated through Kentucky Baptist Foundation than to your heirs.





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



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