NASHVILLE (BP) -- Passport? Check. Airline ticket? Check. Hotel reservation? Check. After careful planning, you're ready for vacation! But have you taken more time preparing for a vacation than your estate plan? A new survey conducted by LifeWay Research for the Southern Baptist Foundation found more than half of Southern Baptist pastors, overall, do not have a will, trust, living will, electronic will, legacy story or durable power of attorney with health care directives.
NASHVILLE (BP) -- In the midst of the tree-trimming, gift-wrapping and caroling, it can be easy to forget about year-end giving. Not only is this the most wonderful time of the year, it is also a wonderful time to consider the many ways to enjoy the tax and income benefits of charitable giving. When many people think of charitable giving, especially at year's end, they think of making a cash gift. However, there is another way. It's called a planned gift.
NASHVILLE (BP) -- Jim Mooney has joined the Southern Baptist Foundation as vice president of investments, with responsibilities for development, maintenance and oversight of entity's investments and its investment managers. Mooney, 47, comes to the foundation with 20-plus years in the investment field, specializing in market analysis, manager research, portfolio management, and asset allocation.