Do you have estate planning decision to make and need up-to-date information? We have a place for you to find what you need. It is the new estate planning and planned giving website for The Baptist Home and The Baptist Home Foundation. You will be amazed at the amount of content that is available on wills, trusts and other estate planning tools. The purpose of this article is to familiarize you with what is available on our website and how you can access the information. Our desire is to provide the most accurate and up-to-date information to the friends and supporters of The Baptist Home. It should be noted that on some pages you can increase the size of the text by clicking the Text Size button.
You begin by going to The Baptist Home website at www.thebaptisthome.org and then click Support. You move down that page to the bottom left green section and click the arrow beside Planned Giving. From here there are several directions you can go. You can click Gift Options and go to types of assets that can be used in a planned charitable gift. The What to Give tab includes Stocks and Bonds, Land or Real Estate and Retirement Plan assets as well as cash. There is an explanation of each type of asset and the tax rules. You can also review How to Give which includes numerous options including Bequests, Charitable Gift Annuities, Charitable Remainder Trusts, the Give It Twice Trust and much more. There is information on each of the giving options. There are donor stories on many different planning issues included on the website. There are also e-brochures that can be requested on almost every topic covered.
There is a great deal of information on Estate Planning. You can reach the information by clicking Create Your Plan. You can then click Learn About Wills which takes you to a wide variety of topics. There is information on Wills, Living Trusts, Joint Tenancy, Planning for Children and other relevant issues. There are videos available on most topics with case examples to help make the information more understandable.
Under the Plan Your Will tab, click on Plan Now and you will enter the on-line planner. This on-line planner can lead you through preparations before you visit your estate planning attorney. It will be necessary to set up a user ID and password and log in to use the on-line planner. The process of logging on will make the information you enter completely confidential. You can allow access to the planning information to your attorney. The more prepared you are for your attorney visit, the more likely it will expedite the process and possibly lower the costs of your planning.
Another important tool on the Planned Giving website, under the Gift Option or Create Your Plan, is the Planned Gifts Calculator. You can do your calculations for a Charitable Gift Annuity, Deferred Gift Annuity and a Charitable Remainder Unitrust.
You can also sign up for our Gift Legacy eNewsletter which is sent out weekly via e-mail. The newsletter has helpful planning information and important up-to-date information on tax law changes and other issues that might affect your planning. There is also an Advisor’s Gift Law e-newsletter available on a weekly basis. You can sign up for both eNewsletters on our website.
The Estate Planning office of The Baptist Home is available to answer questions and provide more information about estate planning and planned giving.