Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
Charitable Lead Trust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
Give It Twice Trust
You provide your children with a stream of income while making a gift to charity.
Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life.
Gift and Bequest
A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.
An endowment is a fund you can create now or in the future to achieve the impact you desire.
IRA to Gift Annuity Rollover
You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
Resources for Professional Advisors
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
Baptist Health Foundation | 841 Prudential Drive, Suite 1300 | Jacksonville, FL 32207 | 904.202.2919