Services for Individuals

The Baptist Foundation assists individuals in a variety of ways when there is charitable intent for Baptist ministries. Depending on the goals and objectives of the individual, there can be significant income and tax benefits for individuals and their families.

Charitable Giving Instruments

The NC Baptist Foundation serves as trustee for the following charitable-giving instruments that include Baptist ministries. Click on the desired topic below for detailed information.

                              •  Charitable Endowments

                              •  Donor Advised Funds

                              •  Charitable Remainder Trusts

                              •  Charitable Gift Annuities

                              •  Charitable Lead Trusts

Christian Estate Planning

The NC Baptist Foundation will provide personal and confidential assistance to individuals who would like help with their Christian estate planning when there is a desire to remember Baptist ministries through their estate plans. Click on the topics to learn more.

Last Will and Testament

Guide to Preparing an Effective Will  (PDF file) - a document to assist in gathering information before meeting with the attorney preparing the Last Will and Testament.

Sample Language for Endowment Bequests Through the Will (PDF file) - language to assist the attorney when an endowment with the Baptist Foundation is desired in the Last Will and Testament.

Estate Planning Myths

Learn another side to some commonly held estate-planning myths.  (PDF file)

Serving as Executor

Under most circumstances, a family member will be chosen as Executor of an estate; however, in some cases that is not an option. The Executive Director of The North Carolina Baptist Foundation, Inc. will serve as Executor of estates for individuals who have an existing trust or endowment or wish to establish one with the Baptist Foundation through their Last Will and Testament.

Download a request form  (PDF file) to be completed and sent to the Baptist Foundation when this is desired.

Life Insurance

Detailed information on charitable giving using life insurance.

Retirement Plans

Detailed information on charitable giving using retirement plans.