Planned Giving at Kentucky Baptist Foundation
Charitable Gift Planning

Charitable Gift Planning

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Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Afford a larger gift to charity — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to charity, while avoiding capital gains tax

Make a gift for a charity's future that doesn't affect your cash flow or portfolio now

Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy)

Today — a gift that costs you and your family nothing. Tomorrow — tax benefits

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift that benefits charity

Use real estate to make your gift to benefit charity

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at a charity that is important to you for a fixed, finite period with the principal going to your heirs

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or business interest to a charity that is important to you

Avoid capital gain liability, receive an income tax deduction, and use a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to a charity that is important to you

Name a charity that is important to you as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Turn an unneeded asset into a meaningful gift

Make a gift of a life insurance policy

Increase your ability to make a significant gift to a charity that is important to you





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



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