Planned Gifts

Resources for making long-term gifts

The Cooperative Baptist Foundation is CBF Heartland’s primary partner for planned gifts, estate planning and investment services. The CBF Foundation offers individuals a way to express their generosity and their desire to provide for the future of Fellowship missions and ministries. The Foundation also offers account administration, investment and fund management and endowment fund promotion services to churches and Fellowship ministry partners.

The CBF Foundation can assist in personal planning as well as strategic ways to honor entities you value (your church, CBF Heartland, global missions, colleges, etc. They offer insights and assistance in planned giving and other financial topics.

Wills

A will is a signed and witnessed document that describes where you want your property to go. Many people first create a will in order to appoint a guardian to care for minor children in their absence. A will is also the place where you appoint an executor to manage the administration of your estate. It is also a way to designate estate assets for ministry or charitable purposes. The benefit of a will is that it is revocable, which means that you can make changes at any time. To learn more about wills, go to www.cbff.org. Or contact the CBF Foundation 800.352.8741 to arrange a complimentary and confidential appointment to discuss your estate planning needs.

Charitable Gift Annuity

Charitable Gift Annuity (CGA) is a plan that provides a donor with a fixed income for life and leaves a lasting gift to ministry or charity. A CGA is set up with cash or by transferring a donor’s appreciated assets to the CBF Foundation in exchange for fixed payments for life. The income stream can be quite high depending on the donor’s age. A portion of the income stream is tax free. The donor will receive a charitable tax deduction for the value of the gift and, best of all, the satisfaction of contributing to a worthy ministry or charity. Learn more about Charitable Gift Annuities.  Or contact the CBF Foundation at 800.352.8741 to arrange a complimentary and confidential appointment to discuss a Charitable Gift Annuity.

Gifts of Stocks and Bonds

Have the value of stock, mutual funds and other investments you own grown over the years? If you sell your investments in today’s market, you may forfeit a portion of the proceeds to taxes and that means less cash for you. There are ways to give stock and mutual funds to ministry or charity. The donor can support a worthy cause and achieve tax savings and earn more income. There are a variety of options to do this.  The CBF Foundation can be a resource. Contact the CBF Foundation at 800.352.8741 to arrange a complimentary and confidential appointment to discuss the gifting options of stocks and other investments

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