|
Welcome to Georgia Baptist Foundation Planned Giving
 Thank you for your interest in the Georgia Baptist Foundation, Inc. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Foundation who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefits For Family and Baptist Causes
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Peace of Mind Gift Annuity
Some people look into a can of worms and see fish bait. Trudy Creamer and her husband saw dollar signs. And that long-term relationship with red wigglers not only supported the couple through their joint career as a fisherman's best friend, but is now carrying Trudy through her retirement years. More on Peace of Mind Gift Annuity >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Bequests
Bill Simpson had many loves of his life: his church, its prayer ministry, and his career in higher education. But the love for which he will be remembered most is his love of missions. That's why, at his death in 1992, his family chose to establish the Bill Simpson Memorial Mission Fund with the Georgia Baptist Foundation. More on Bequests >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
|
Thanks very much for visiting us! We would be very pleased to help you. Please feel free to contact us.
|
|
|
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dcouch@gbfoundation.org or rsullivan@gbfoundation.org.
If you are a professional advisor, you may take the following steps on this site.
|
