Charitable Remainder Unitrusts
(Gift illustration)

How it works

	You transfer cash, securities or other appreciated property to Kentucky Baptist Foundation as trustee of a trust.
	The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
	When the trust terminates, the remainder passes to one or more charitable causes you name.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no upfront capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years.
• You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
• 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