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 Louisiana Baptist Foundation accounts.

Account Authorization Form & Asset Management Agreement

Please use this church document when establishing a new account with the Louisiana Baptist Foundation or when updating information regarding authorized persons.

Stock Donation Form

Use this church document when making a stock or securities donation to the Louisiana Baptist Foundation for the benefit of a Baptist ministry.

Gift Management Agreement

Please download this Gift Management Agreement form to establish an ENDOWMENT, a DONOR ADVISED FUND or an IRA ROLLOVER FUND with the Louisiana Baptist Foundation.

Charitable Distribution Request

The form allows you to request a distribution from your Donor Advised Fund or a Charitable Rollover Fund.

Louisiana Baptist Foundation Investment Policies

Use these church documents to help you understand the Foundation’s purpose and role in investing.

Louisiana Baptist Foundation Operating Policies

Refer to these operation policies for Short Term Funds and Market Value Funds.

Disclosure Statement

Download this Louisiana Baptist Foundation statement concerning fund options and fund fees.