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Trust Services

Gifts of Business Interests

Thank you for your interest in allowing the Georgia Baptist Foundation to assist you in making a gift of business interests to advance Kingdom ministry. Business Interests can be an excellent asset to give that can be beneficial to both the donor and the ministry receiving the gift. Please complete the form below and one of our staff will contact you to assist you with your gift.

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Trust Services

Next Steps for Churches and Ministries

Share this with your donors. You can quickly share this information with any potential donor. Simply select this web address, select "copy" from the browser edit menu bar, and paste the link into an email to the donor. Web address: www.gbfoundation.org/give/give-securities

Download the Information Click here to download information on our gift clearing service. This PDF can be printed and presented to your finance committee or pastor.

Designed for long-term investment of five years or longer, the Ministry Trust Fund is a common investment fund that provides annual income for ministries. Additionally, a portion of the investment growth is maintained each year to offset inflation. The Ministry Trust Fund has a performance track record of over 35 years, and it serves as a time-tested, biblically-screened portfolio tailored for the investment of your ministry dollars.

† Not FDIC insured

trust services

Gift Clearing Service for Churches and Ministries

Georgia Baptist Foundation offers a gift clearing service, free of charge, that might be a great help to your church or ministry! Our goal is to relieve the burden for churches and ministries by acting as an agent in receiving gifts of securities (e.g. stocks, bonds, non-cash gifts, investments), into the Foundation’s brokerage account, processing the sale of the securities, and forwarding the net proceeds to the intended beneficiary, as directed by the donor. We also provide a contribution acknowledgement to the donor. The church or ministry simply becomes the beneficiary of funds without the burden of receiving, processing, and receipting a non-cash gift.

What You Should Know

  • The Foundation will receive the gift on behalf of the church based on information provided by the donor. The securities (non-cash gifts) will be transferred into the name of Georgia Baptist Foundation.

  • The donor initiates the transfer by providing the Foundation's account information to their financial advisor. Please refer to the Gift Transfer Instructions document for these account details.

  • Our policy is to liquidate gifts as soon as possible. We do not hold securities or try to time the sale based on the market for trades.

  • The donor's contribution acknowledgement provided by the Georgia Baptist Foundation will provide the date and description of the gift. A donor's tax advantage is determined by the value of the gift on the date the gift is recorded in the Foundation's account. The donor’s possible income tax charitable deduction is not based on the net proceeds forwarded to the church or ministry.

  • The Foundation does not charge for our services. However, there are commission fees associated with transactions that are charged by the Foundation's broker. We negotiate a good rate based on our volume of trades.

 

In many cases, the church or ministry finds it easiest to put their donor in contact with the Foundation and let us work through the details together, keeping the church or ministry's contact person apprised as the transactions unfold. If you feel this approach is appropriate for you, please share the link below with your donor(s) or provide them Pamela Mills' contact information. She will be happy to assist in any way. There are some limitations in types of gifts the Foundation can process. This can usually be determined through a quick phone conversation.

Trust Services

Next Steps for Churches and Ministries

Share this with your donors. You can quickly share this information with any potential donor. Simply select this web address, select "copy" from the browser edit menu bar, and paste the link into an email to the donor. Web address: www.gbfoundation.org/give/give-securities

Download the Information Click here to download information on our gift clearing service. This PDF can be printed and presented to your finance committee or pastor.

Trust Services

Next Steps for Churches and Ministries

Share this with your donors. You can quickly share this information with any potential donor. Simply select this web address, select "copy" from the browser edit menu bar, and paste the link into an email to the donor. Web address: www.gbfoundation.org/give/give-securities

Download the Information Click here to download information on our gift clearing service. This PDF can be printed and presented to your finance committee or pastor.

Let's Connect!

Have questions or need guidance? The Georgia Baptist Foundation team is here to help you steward your resources faithfully and maximize your ministry impact—contact us today!
Georgia Baptist Foundation
General Correspondence:
Georgia Baptist Foundation
3237 Satellite Blvd, Ste 150
Duluth, GA 30096-9028
Fund Addition:
Georgia Baptist Foundation Inc.
Lockbox #117475
P.O. Box 117475
Atlanta, GA 30368-7475

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