Planned Gifts

 

GIFTS OF SECURITIES:

To make a gift of securities, please provide the following information to your broker/financial representative:

BB&T Scott & Stringfellow
DTC #: 0702
Account Name: Cooperative Baptist Fellowship
Account Number: 4800-5629

Contact Martha Perusek, Director of Development, mperusek@cbf.net, 770-220-1614

 

PLANNED GIFTS:

Planned Giving takes many forms. Any gift which is more complicated than the simple transfer of cash or a check is considered a planned gift. Most planned gifts require the involvement of various professionals; perhaps an attorney to draft or amend a will, or draft a trust agreement, a stock broker to assist with the transfer of securities, a real estate agent to assist with the transfer of real property, or an accountant to advise the donor on future tax implications of a gift arrangement. Some planned gifts are current gifts, and some are future gifts which are a part of a donor’s estate plans (bequests, charitable trusts, charitable gift annuities).

For more information or assistance, please contact Martha Perusek at mperusek@cbf.net or 770-220-1614.