Beneficiary Designations

Make a Gift in a Few Easy Steps

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name The Ministers and Missionaries Benefit Board of American Baptist Churches as a beneficiary. Start by requesting a beneficiary designation form from an MMBB member services specialist by calling 1 (800) 986-6222 or sending an email to service@mmbb.org. Name "The Ministers and Missionaries Benefit Board of American Baptist Churches" as a beneficiary in any amount from 1 to 100%. Be sure to return your form to establish your gift intention.

See How It Works

An Example of How It Works

Couples smiling Robert and Carol treasure the financial help they have been able to give their children and MMBB over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left MMBB a $75,000 IRA to be transferred following their lifetime. Because MMBB is tax-exempt, all $75,000 will help support our mission.

If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 24% marginal income tax bracket.

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Next Steps

  1. Request a beneficiary designation form from an MMBB member services specialist by calling 1 (800) 986-6222 or sending an email to service@mmbb.org.
  2. Decide what percentage (1 to 100) you would like The Ministers and Missionaries Benefit Board of American Baptist Churches to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
  3. Contact Lisa Marie Gerondeau at (212) 870-8007 or lisa.gerondeau@mmbb.org to let us know your goals for the gift so we can ensure it is used as you intend, as well as welcome you to our President's Legacy Circle.

Legal name: The Ministers and Missionaries Benefit Board of American Baptist Churches
Address: 475 Riverside Drive, Suite 1700, New York, NY 10115-0049
Federal tax ID number: 13-1628182

Learn More

Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.

View My Guide
Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit