Planned Giving Home

image: That in all things God may be glorified

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.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with local charities. More on Easy IRA Gift >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

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.