Transferable on Death (TOD) Gifts

"We've seen this organization grow and help many people. We want that to continue," Harold shared.

Their investment advisor suggested naming the nonprofit as a TOD beneficiary of a mutual fund. This allowed them to retain ownership and use of the fund during life, while transferring the value to the nonprofit after both had passed.

"Setting it up was simple," Jeanne said. "And we still get to use the account while we need it."

Is a transferable on death (TOD) gift right for you?

If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support Missouri Baptist Foundation, consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.

Please note: The information above is representative of a typical donor and may or may not be an actual donor to our organization. Since the benefits of a TOD gift may differ depending on your personal circumstances, please consult with your legal, tax or financial advisor.