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The Legacy Society

The Legacy Society honors and is open to any individual or couple who chooses to include Baptist Health Systems as a beneficiary in their will, trust, gift annuity, life estate, life insurance policy or another form of planned giving. This is a wonderful way of leaving a lasting impression benefitting the people we serve through our local Christian healing mission and ministry.

Dr. Robert L. Abney, III
Mr. Woodrow W. Bailey*
The Estate of Michael E. Barnes
The Estate of Lillian Simpson Bottrell*
Mr. Mark Shelton Bounds
The Estate of Rev. Amos B.* and Mrs. Atlanta R.* Brown
The Estate of Mr. Jack* and Mrs. Charlotte* Brown
Mrs. Sandra Person Burns
Mr. Aaron H. Burris
Drs. Gailya* and Jay Chance
The Estate of Mr. James and Nell* Chisholm
Julian* and Mildred Clark*
Mr. and Mrs. R. L. Covington*
The Estate of Mrs. Nan Hemby Cox*
Mr. Gary B. Cress
Mr. Richard M. Dean
Deposit Guaranty National Bank
The Estate of Lisa G. Forbes*
Fox-Everett, Inc.
Dr. Guy T. Gillespie, Jr.
Mr. Joseph N. Goodell
Dr. Ron and Mrs. Sheila Gray
Mrs. Lois S. Griffin*
Dr. Elmer J. Harris*
Mrs. Janet Y. Harris
Mr. Charles L. Harrison
Mrs. Coral B. Harwell
Mr. H. Henry Hederman, Sr.*
Mr. Hap Hederman*
Mr. Zach T. Hederman, Sr.*
The Estate of Evelyn D. Hite*
Mrs. Mary H. Holyfield Memorial Scholarship Trust Fund
Horne, LLP
Mr. E. William Hughes, Jr.*
Mr. Alvis T. Hunt*
Mr. Ted D. Jackson
Mr. Donald L. Kilgore
Dr. Thomas L. Kilgore, Jr.
Mrs. Betty Stansbury Lacy*
The Collin T. Lane* and Ola A. Lane* Charitable Foundation
The Estate of Donal Bethea Marcus*
McCarty-Holman Jitney-Jungle Stores of America, Inc.
Rev. John* and Mrs. Judine T. McDonald
Mr. William D. McKinnon
Kurt and Dianne Metzner
Mr. Richard L. Miller*
The Estate of Mrs. Valda Miller
Mississippi Valley Gas Company
Mr. Paul G. Moak, Sr.*
Mrs. Mary Nell* and Mr. Osler A. Moore
Mrs. Billie S. Moore and Mr. Osler A. Moore
The Estate of Mr. Frank Larry Murray*
The Estates of James B.* and Martha Lucille McGee Parker*
Mrs. Jo H. and Mr. William T. Patterson
Mrs. Fannie Elizabeth Payne*
The Estate of Mrs. Charlotte Peets*
Mr. and Mrs. Fred W. Perian
The Estate of Miss Jean Ragland Pettigrew*
The Estate of Max L. Pharr, M.D.*
Mr. Bob W. Pittman
Dr. John M. Purvis
Regions National Bank
Mr. Ralph E. Rives*
Mr. Danny R. Rutland
Martha Frances Sheffield* Charitable and Religious Trust
William Michael Shingleton* Memorial Endowment
Mr. Robert W. Shipp* & The Mary Shipp* Trust Fund
The Carol Smith* Memorial Endowment
The Estates of Mr. and Mrs. J. Franklin Smith
Mr. Jon David Smith
Mr. Kendall R. Smith
The Estate of Mrs. Kate Holder Spalding* & Dr. Edward M. Holder* and The A.B. Holder Trust
The Davenport-Spiva Charitable Educational Trust*
Dr. James W. Street*
David & Pamala Streilein
Mr. M. Kent Strum
Dr. John A. and Mrs. Donna C. Temple
Mr. and Mrs. J. H. Tommy Thames, Jr.
The R.V. Powers and Robert E. Lake Foundations
The William H. Ellsworth Foundation
Trustmark National Bank
Mr. Howard E. Walker
The Estate of Dr. James Percy Wall*
Michael C. Wilkinson* and Berneda R. Wilkinson
Mrs. Betty Ann Williamson
Mr. Julian B. Williamson

* Deceased

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A charitable bequest is one or two sentences in your will or living trust that leave to Baptist Health Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state ZIP], give, devise and bequeath to Mississippi Baptist Health Systems, Inc. [written amount or percentage of the estate or description of property] for its unrestricted use and purpose (or for a specific purpose or cause you wish to support here at Baptist)." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Baptist Health Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Baptist Health Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Baptist Health Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Baptist Health Foundation where you agree to make a gift to Baptist Health Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.