Estate Planning
ESTATE PLAN ORGANIZER
Planning Your Legacy Worksheet – data gathering worksheet
Planning Your Legacy Worksheet – longer with explanations
CARE Program Form – information for your executor or trustee

Stock Gifts
Publicly-Traded Stock Gifting Instructions

Account Forms
ACH Distribution (Electronic deposit to your bank account)
ACH Contribution (Electronic contribution from your bank account)
Donor-Advised Fund: Description | DAF Form
Donor-Advised Fund Distribution Request Form
Endowment Fund: Description | Endowment Form

Investment Management Forms
Charitable Investment Management Agreement
Letter of Instruction and Authorized Signatures
Investment Policy Statement-Questionnaire
Association Endowment Fund Agreement
Church Endowment Fund Agreement

Scholarships
Scholarship Guidelines/Applications

Publications
LEGACY – the quarterly newsletter
Charitable Giving Tips
Main Brochure- a good overall explanation of the Foundation ministry 
Disclosure Statement – detailed information on common funds
Privacy Policy
Audit Report-2010
Monthly Charitable Giving Tip-Publication Version
Monthly Charitable Giving Tip-PowerPoint Screen

Tax Forms  
IRS W-9 (Request for taxpayer identification)
IRS SS4 (Application for employer tax identification)
IRS I-9 Form (Employment eligibility verification)
Form 8283 (Noncash charitable contributions)
Form 8282 (Donee/charity information return)

Others
Charitable Gifting Flowchart: Quick Reference for Professional Advisors
Donor-Advised Fund Policies
Endowment Fund Policies
Missionary Vehicle Agreement
Staff – Flexible Spending Plan Form
Church Financing Resources: Pre-Qualification Form | Church Agreement
Incorporation of Church – Steps to Take
Publicity Suggestions for Promoting Seminars
Stock or Bond Power
Worship Folder Insert
Annual Report for Nonprofit Corporation