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.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, his favorite charity shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

Planned Gift to Increase Scholarships
In 1995 Mary A. and Edward K. Showfety set up an endowed scholarship fund at the College. Over the years they have contributed to the fund and it has grown, with the result that more and more students have been recipients of their scholarships. More on Planned Gift to Increase 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.