Forms
IRA Charitable Rollover Forms
SAMPLE IRA Distribution Cover Letter
SAMPLE IRA Rollver Information
SAMPLE Church IRA Gift Acknowledgement Letter
IRA Charitable Rollover Flyer
Investment Forms
Account Investment Application and Agreement
Update Account Investment Application
Authorization Agreement for Automatic Deposits ACH Transfer
Account Withdrawal Request Form
Certificate of Participation Forms
Certificate of Participation Flyer
Offering Circular
Application for Individual(s)
Application for Churches, Unincorporated Organizations and Legal Entities
Application for Trust
Stock Transfer Form
Stock Gift Transfer Form and Instructions
Charitable Gift Annuity
Charitable Gift Annuity Application Form
Resources
Endowments
Sample Endowment for Church
Legacy Giving Program Guide
Estate Planning
Estate Planning for Young Adults
Estate Planning Seminars
Gift Planning Services
Planning Your Legacy: A Christian Guide to Planning Your Will and Trust