Planning Resources and Tools

Here at the TBF, we are constantly on the lookout for resources and tools which can help Tennessee Baptists to plan for the future. Below are some of the resources and tools we have found to be very useful in our experience.

Planned Gift Calculators

Here are several helpful planned gifts calculators courtesy of the Southern Baptist Foundation. These calculators can be customized to your individual situation.

Click on the links below to fill out your information and see presentations which outline the income and tax benefits for you.

Gift Annuity

Excellent fixed payouts that are partly tax free and also include a charitable tax deduction.

Annuity Trust

High fixed payments with a tax free sale and also include a charitable tax deduction.

Deferred Gift Annuity

Fixed payouts beginning at a specified date more than one year from the gift.

Part Gift and Part Sale

This plan can help you save 50%, 70%, or even 100% of tax on gain.

Sale and Unitrust

You can receive cash plus increased income from trusts with this plan. Charitable tax deductions reduces the tax on gain.

Unitrust

Income can be increased with tax-free sales which also include a charitable tax deduction.

Contact us today to learn more about faith-based estate planning.