Personal Assistance

• All assistance confidential.
• Complement to attorney and tax advisors.
• Help with completing estate inventory.
• Tax impact statements prepared if needed.
• Gift planning options.
• Work through the steps of PATHWAYS FOR PLANNING.

 

(By sending this request you agree to be contacted about scheduling
a no-obligation visit from a Missouri Baptist Foundation representative.)

NAME:
STREET ADDRESS
CITY
STATE ZIP
HOME PHONE
WORK PHONE
EMAIL ADDRESS

 

Please indicate type of assistance you wish:

 
I want assistance to complete an estate stewardship plan that includes gifts to ministry.
I want to explore how to make a gift through a life income arrangement.

     Charitable Gift Annuity

     Deferred Charitable Gift Annuity

      College Charitable Gift Annuity

      Charitable Remainder Unitrust

 

       I want to consider making gifts through a will bequest or trust distribution.

       Tithe of the Estate

       Give It Twice

       Equal Heirs

 

       I would like sample language on how to make a beneficiary designation.

 

  Other: