Planned Giving Home

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Professional Advisors

Welcome to Belmont Abbey College
Planned Giving Thank you for your interest in Belmont Abbey College. Our hope is to serve you and your family with helpful information. We have an increasing number of Abbey friends and alumni of the College who are interested in the benefits of life income gifts, gift annuities and other plans. Many more enjoy learning about these and other options through our eNewsletter and the Website.

The Heritage Society of Belmont Abbey College
For those who include Belmont Abbey College in their financial and estate planning you automatically become a member of the Heritage Society. If you have already provided a planned gift for the college, please let us know so that we can welcome you to the Society (click here).

Carol Brooks, Ph.D.
Director of Stewardship
& Strategic Development

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Gayle Dobbs
Associate Director of
Stewardship

Benefits for Family and Belmont Abbey College

There are several types of planned gifts. Many of these have wonderful benefits for the donors. Many of these families have enjoyed increased income and generous tax savings. Just click on the picture to view each story.

Alumni Support
Mike '86 and Pam McGinnis have been involved in college alumni activities for years. More on Alumni Support >>.

IRA gift helps College Chapel
To meet Fran and Chuck Muller is to meet Belmont Abbey. Their love for the Abbey is reflected in all that they do. More on IRA gift helps College Chapel >>.

Charitable Remainder Trust
Johnnie Lowry '81 is an advocate of an Abbey education, striving in her own life to achieve the Benedictine principle of balance in mind, body and spirit. More on Charitable Remainder Trust >>.

Bequests for Scholarships
Joe and Anna have been faithful supporters of their local college over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact carolbrooks@bac.edu or gayledobbs@bac.edu.

If you are a professional advisor, you may take the following steps on this site.