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