Gifts of Retirement Assets
(Gift illustration)

How it works

	You name Kentucky Baptist Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to Kentucky Baptist Foundation tax-free to create or add to an existing endowment fund for the benefit of one or more charitable organizations.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to charity through Kentucky Baptist Foundation.
• Give the most-taxed asset in your estate through Kentucky Baptist Foundation, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

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