What is Planned Giving?

Planned giving integrates generosity with wise financial and estate planning.

Planned giving allows you to support ministry in ways that go beyond regular cash gifts or spontaneous donations.

Instead of giving only from current income, you can structure gifts from assets, retirement accounts, and your estate so that your generosity continues even after your lifetime.

Planned gifts may provide tax advantages, potential income to you or loved ones, and significant long-term support for the ministries you care about.

Common tools include charitable bequests in a will, charitable gift annuities, irrevocable gift agreements, donor-advised funds, giving from appreciated assets, using retirement accounts, and charitable remainder unitrusts.

Benefits of a What is Planned Giving?

  • Create a lasting legacy that supports ministry beyond your lifetime.
  • Potentially reduce taxes and increase the amount available for both family and charity.
  • Coordinate generosity with broader financial, retirement, and estate goals.
How It Works

Clarify your goals for family, church, and other ministries you want to bless.

Work with advisors and the Georgia Baptist Foundation to explore which planned giving tools best fit your situation.

Put documents and plans in place so your legacy of generosity is carried out as you intend.

A smarter way to give

Planned gifts are designed to help you give more effectively by aligning your generosity with your overall financial and estate planning.

Rather than giving only from cash flow, you can use assets, retirement accounts, and long-term strategies to reduce taxes, provide income, and increase what ultimately supports ministry.

Our team can help you compare options so that you choose the approach that best fits your situation, your family, and your Kingdom goals.

Is What is Planned Giving? right for me?

  • 1 Do you want your estate plan to reflect your love for Christ and His Kingdom?
  • 2 Would you like to give more strategically, using assets rather than only cash?
  • 3 Are you interested in tools that may offer income, tax benefits, or both while still supporting ministry?

Got Questions?

Call 770.452.8338 or visit gbfoundation.org to talk with a planned giving specialist.

Stewarding Gospel Generosity for Maximum Kingdom Impact
Stewarding Gospel Generosity for Maximum Kingdom Impact
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