Documents, Forms, & Policies
The following forms and documents are available for your convenience when transacting business with the Louisiana Baptist Foundation.
On this page you’ll find forms for gift management, account management, operating policies, and more.
Looking for more about estate stewardship or Church Business? We have that, too.
Documents and Information Ready for Download:
Transaction Authorization Form
Please use this form to request withdrawals, deposits, or transfers in your accounts with the Louisiana Baptist Foundation.
Account Authorization Form & Asset Management Agreement
Please use this form when establishing a new account with the Louisiana Baptist Foundation or when updating information regarding authorized persons.
Stock & Other Securities Donation Form
Use this form when making a donation of stock, mutual, fund or other securities to the Louisiana Baptist Foundation for the benefit of a church or ministry.
Charitable Distribution Request
The form allows you to request a distribution from your Donor Advised Fund or a IRA Charitable Rollover Account.
Gift Management Agreement
Please download this Gift Management Agreement form to establish an Endowment, Donor Advised Fund, or IRA Charitable Rollover Account with the Louisiana Baptist Foundation.
Gift Planning Policy Statement
Use this document to help you understand the Foundation’s objectives and policies pertaining to its gift planning program.
Investment Policy Statement
Use this document to help you understand the Foundation’s objectives and policies in investing.
Operation Policies
Refer to these operation policies for Short Term Fund accounts and other investment accounts.
Disclosure Statement
Download this Louisiana Baptist Foundation statement concerning fund options and fees for various services.