Testamentary Life-Income Gifts
(Gift illustration)

How it works

	You write a will or revocable trust directing a bequest to Kentucky Baptist Foundation for the benefit of one or more charitable causes.
	You provide that the bequest first create a life-income gift benefiting your heirs.
	After their income interest terminates, the remaining balance in the gift passes to the charitable causes you named .

Benefits

• One estate asset can benefit both charitable causes and your heirs.
• Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
• Provisions are revocable during your lifetime, increasing your planning flexibility.

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