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Gift Plans
Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Deferred Gift Annuity Donor
Advised Fund Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate Testamentary Life-Income
Assets You Can Give
Appreciated
Securities Business Interests Cash Life
Insurance Lifetime Gifts of Insurance Gift-Replacement
Life Insurance Partnership Interests Real Estate Retirement
Plans
Donor Advised Fund Your charitable interests focus on missions, but you also support a variety of other nonprofit organizations. You like the flexibility of being able to direct your support to organizations that are accomplishing much or facing particular challenges each year. But – you are feeling the pressure of making multiple gifts to various charities, especially at year-end, and of ensuring that each gift is received and acknowledged. You have considered establishing a private foundation, but are put off by the ongoing fees and administrative obligations. There is a convenient alternative. Kentucky Baptist Foundation’s Donor Advised Fund allows you to manage your charitable giving simply and efficiently. Our donor advised funds give you and your family the flexibility to recommend support for the charitable organizations important to you. With a fully deductible gift of $10,000 or more in cash, appreciated securities or property to Kentucky Baptist Foundation, you can create a fund in your name or in the name of a loved one. You then recommend distributions from your fund both for various charitable organizations, on your own timetable – no more year-end rush. You can involve family members in the process or give them the right to recommend distributions, encouraging them to become responsible philanthropists themselves. You incur none of the legal, administrative or reporting requirements with a donor advised fund that you do with a private foundation. Neither start-up nor ongoing administrative fees are charged. Meanwhile, the assets in your fund are growing tax-free. Kentucky Baptist Foundation administers the fund, writes the checks and makes the distributions in the fund’s name. You receive documentation of all distributions made within each period, and statements on the balance of your fund. We review your recommendations for distributions, and approve them unless they would benefit you or your family, or an organization whose purposes are in conflict with those of Kentucky Baptist Foundation’s. The minimum amount that may be distributed is $500. You can make additional gifts of $500 or more to your fund at any time. If you are a hands-on donor, consider the flexibility and practicality of a donor advised fund. 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 Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice |