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
Publicly-Traded Stock Gifting Instructions
Stock or Bond Power

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

Scholarships
Scholarship Application
Scholarship Guidelines

Publications
Compass newsletter
Privacy Policy

Others
Charitable Giving Fund Policies
Endowment Fund Policies
Missionary Vehicle Agreement
Incorporation of Church – Steps to Take
Fund Administration Disclosure Statement
A Survivor’s Guide: What To Do When a Loved One Dies