Leaving a Lasting Legacy


Church 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


Donor Advised Fund

Donor Advised Fund Agreement


Charitable Gift Annuity

Charitable Gift Annuity Application Form