FORMS & PUBLICATIONS
NOTE: These forms
require Acrobat Reader. To download a free copy, please click on: 
Individuals
- Planning Your Legacy Estate Planning
Worksheet
- Planning Your Legacy Estate Planning
Worksheet (With Explanations)
- ACH (Electronic) Contribution/Withdrawal [Automatic
contribution from a bank account.]
- ACH (Electronic) Distribution/Deposit [Automatic
distribution to a bank account.]
- Care Program Form
- Disclosure Statement
- Donor Advised Fund (Description,
DAF Form)
- Donor Advised Fund Distribution Request
Form
- Endowment (Description, Endowment
Form)
- Privacy Policy
- Publicly-Traded
Stock
Gifting Instructions
- Scholarship Guidelines/Applications
- Stock or Bond Power
Charities/Churches
- ACH (Electronic) Contribution/Withdrawal [Automatic
contribution from a bank account.]
- ACH (Electronic) Distribution/Deposit [Automatic
distribution to a bank account.]
- Investment Management Forms
- Charitable Investment
Management Agreement
- Letter of Instruction and Authorized Signatures
- Investment
Policy Statement-Questionnaire
- Church Financing Resources
- Pre-Qualification Form
- Church
Agreement
- Disclosure Statement
- Incorporation Steps
- Privacy Policy
- Publicity Suggestions for Promoting Seminars
- Worship Folder
Insert
Other
- Annual Report for Nonprofit Corporation
- IRS W-9
- IRS SS4
- I-9 Form
- 8282 Form
- 8283 Form
- Missionary Vehicle Agreement
- Sample Donor-Advised Fund Agreement
- Staff--Flexible Spending Plan
Form
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