Gifts by Will or Trust
- Gifts Anyone Can Make: Gifts by Will or Trust | Gifts of Retirement Plans| Gifts of Appreciated Securities| Gifts of Life Insurance| Gifts of Personal Property
How it works:
- You can make a future gift to Baptist Health Care Foundation now by including a bequest provision in your will or revocable trust.
- Your will or trust directs assets to your heirs.
- Your will or trust directs a bequest to the Foundation for the purpose(s) you specify.
Benefits:
- Your assets remain in your control during your lifetime.
- You can modify your bequest if your circumstances change.
- You can direct your bequest to a particular purpose (please check with the Foundation to ensure your gift can be used as intended).
- There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
- You can feel assured that your bequest will support the Foundation in the way you intended when you are gone.
Consider a gift by will or trust if you:
- Want to help ensure the Foundation's future viability and strength.
- Think long-term planning is more important than an immediate income-tax deduction.
- Want the flexibility of a gift commitment that doesn't affect your current cash flow.
Please contact us at 850.469.7906 prior to making a gift by will or trust to ensure it follows our Gift Acceptance Policies.