Leaving a Lasting Legacy


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



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