Here’s the story
of friends who discovered the security of a charitable gift annuity.



Bob and Lynn were nearing retirement and wanted to establish a $20,000 two-life gift annuity, which would benefit their church and favorite Baptist entity at their death.

However, before
moving forward, they told their advisor
that they needed to know that their
payment was secure.

Their advisor explained that their income would be backed by all of The Foundation's assets. Once Bob and Lynn’s advisor told them all that their promise entailed, they were were convinced that a charitable gift annuity would provide them with the security they needed.

They are now enjoying
fixed income for life.


Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization.
Since your gift annuity benefits under federal rules may be different from this example, please contact us for your specific benefits.
 
 

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The Baptist Foundation's personnel are dedicated to assisting you in utilizing Foundation services, whether your need is assistance in planning a charitable gift, professional fund management for ministries or administrative needs. The Baptist Foundation of Alabama is a Cooperative Program Agency.  For further assistance, email tbfa@tbfa.org or call 334-394-2000.

 
Barry Bledsoe
President
 
Paula K. Smith
Vice President
Trust Operations
 
George B. King
Vice President
Client Relations
 
J. Thomas Randall
Vice President
Ministry
 
 
Jennifer H. Ogburn, CPA
Chief Operating Officer
 
Bill McCrary
Vice President
Church Relations
 
Nathan McCarthy
Investment Officer
 
J. Rodney Bledsoe
Legal and Administrative Officer
       
 
Donna England
Assistant Vice President
Trust Operations
 
Marie Norrell
Executive Admin. Assistant
 
Robbie Willis
Ministry Admin. Assistant
 
Sarah Gilchrist Snell
Trust Operations Specialist
       
 
Stephanie Coston
Client Services
Admin. Assistant
 
Connie Westover
Development
Admin. Assistant
 
 
       

 

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