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Charitable Gift Annuities
(Gift illustration)

How it works

You transfer cash or securities to Kentucky Baptist Foundation.

pays you, or up to two annuitants you name, a lifetime annuity.

The principal passes to Kentucky Baptist Foundation for the benefit of other charitable causes or outright to those causes when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of the organization(s) that will ultimately benefit from your gift.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you now and Kentucky Baptist, Southern Baptist and/or other charitable causes later.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.




Kentucky Baptist Foundation
Attn: Laurie Valentine
P.O. Box 436389
Louisville, KY 40253-6389
502-489-3533 | Fax: 502-489-3564 | Toll Free: 1-866-489-3533 (Kentucky Only) E-mail: laurie.valentine@kybaptist.org




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