Resources

Investment Management Forms
Charitable Investment Management Agreement
Letter of Instruction and Authorized Signatures

Estate Planning
CREATE YOUR PLAN
Planning Your Legacy Worksheet – data gathering worksheet
Planning Your Legacy Worksheet – longer with explanations

Stock Gifts
Stock Gifting Instructions & Form

Account Forms
ACH Distribution (Electronic deposit to your bank account)
ACH Contribution (Electronic contribution from your bank account)
Charitable Giving Fund: CGF Form
Charitable Giving Fund Distribution Request Form

Videos
ABF Explainer Video
The Choice Video
Biblical Financial Stewardship