GIFTS OF SECURITIES:
To make a gift of securities, please provide the following information to your broker/financial representative:
BB&T Scott & Stringfellow
3630 Peachtree Road, NE, Ste. 250
Atlanta, GA 30326
Account Name: Cooperative Baptist Fellowship
Account Number: 4800-5629
DTC #: 0702
Contact Martha Perusek, Director of Development, firstname.lastname@example.org, 770-220-1614
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 email@example.com or 770-220-1614.