The
Southern Baptist Foundation
was established in 1947 to
provide a wide range of investment
and estate planning services
for Southern Baptist Convention
agencies, institutions and
individuals while supporting
the Convention in its objective
of spreading the gospel.
The Southern Baptist Foundation serves individuals who express a desire to provide
perpetual support for denominational
causes through out-right gift,
trust, will, deed, or gift
annuity. A full range of estate
planning services is offered
to assist Baptists in making
gifts to denominational causes
either during one's lifetime
or by will. Current tax information
is provided and appropriate
legal advice is available through
counsel to donors who wish
to provide a permanent source
of income to Baptist institutions
and causes. The Foundation
issues charitable gift annuities
at effective rates which are
currently more attractive than
rates available from many investments
since a portion of the income is exempt from taxes. With
a charitable gift annuity,
the donor receives a guaranteed
income during his or her lifetime
and names a Baptist cause to benefit from the annuity upon death.
The Foundation strives to assist individuals in fulfilling their stewardship
commitments and provides a
dependable and prudent investment
service to the entities and
institutions of the Southern
Baptist Convention. With the highest ideals of
Christian stewardship, the
Foundation seeks to provide
the maximum return consistent
with security of capital.
The Foundation offers a program
of investment management to the
various agencies and institutions
of the Southern Baptist Convention.
This service may include investing
temporary funds, reserve funds, and endowment assets. The
investment objective may vary
widely
depending on the type of
funds or the particular agency
or institution responsible for
them, and the Foundation develops a program
to meet those specific objectives.
As needs or objectives change, the Foundation
works with the particular
agency or institution to insure
that the programs are adapted.
The various state foundations may,
from time to time, require
supportive information regarding
taxes, investments, or
estate planning. The Foundation assists
the state foundations as they
might request.
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