Planned Giving Resources
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...and much more!

Forms

Donor Advised Fund

DAF Agreement
DAF Questionnaire
DAF Schedule A
Stock Gift Authorization Form
Notice of Gift

Charity Advised Fund Application

Charitable Gift Annuity

CGA Application (general)
CGA Application (California)
CGA Application (Oklahoma)
CGA ACH Authorization

Endowment

END Agreement
END Authorization

Ministry Fund

MF Investment Management Agreement
MF Questionnaire
MF Authorization
MF Change Request

Certificates

Certificate Purchase Application
IRA Certificate Renewal Instructions
Non - IRA Certificate Renewal Instructions
Certificate ACH Authorization
Certificate Direct Deposit Authorization
Certificate Transfer Instructions
Certificate Change Request
Certificate Change Request - Organization
Certificate Redemption Form
Online Authorization Form

Loans

Church Loan Application
Home Loan Application
Ministry Loan Application
ACH Authorization - Loan Payment

 

Devotional Signup Form

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eStatement Signup Form

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