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Why We Give

Ted Jackson Helps Ensure Baptist’s Future
“Giving back to my community is something I am passionate about,” says Ted Jackson, Senior Vice President at Stephens, Inc., a private investment group.

Love for Baptist Health Systems Leads to Giving
Dr. Tom Kilgore has a heart for Baptist Health Systems. For those at Baptist who have known him throughout his groundbreaking career as a cardiovascular surgeon, the feeling is mutual.

The Power of Planning
Dick and Valda Miller met in the seventh grade. They began dating in high school and married their junior year of college. Mr. Miller served in WWII after their wedding and then graduated from Mississippi State.

Humbling Significance
People who knew Frank Murray would say he was a modest person. He lived a modest life and made annual gifts to Baptist since 1993. He was retired and frequented the Baptist HealthPlex in Clinton where he had a large number of friends.

A Bright Future for Little Lives
Some of our youngest patients weigh less than two pounds, and you can almost hold them in the palm of your hand. Baptist's neonatal intensive care unit (NICU) is a special place where delicate little lives are nurtured and saved, where families revolve their lives--often for months at a time, and where technology, compassion and knowledge meet with the same focus.

Mike and Berneda Wilkinson
Berneda Wilkinson receives four checks a year because of the foresight of her husband who passed away more than five years ago. "Mike told me of his decision to do an annuity back in 1999," Berneda said. "He funded the annuity with some stock he owned. He told me I would receive income from it after he passed away, and then, after I pass away, it will help Baptist serve people in our community."

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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.

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