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

Investment

Second Quarter 2019 Investment Summary

First Quarter 2019 Investment Summary

Fourth Quarter 2018 Investment Summary

Third Quarter 2018 Investment Summary

Second Quarter 2018 Investment Summary

First Quarter 2018 Investment Summary

Fourth Quarter 2017 Investment Summary

Third Quarter 2017 Investment Summary

Second Quarter 2017 Investment Summary

First Quarter 2017 Investment Summary

Fourth Quarter 2016 Investment Summary

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