Access important forms, agreements, and reports for managing your ministry accounts and charitable contributions with the Foundation.
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Transaction Authorization
Form
Money Management
Account Agreement
Gift Management
Account Agreement
Request withdrawals, deposits, or transfers.
Establish a new account or update authorized signers.
Establish an Endowment, Donor Advised Fund, or IRA Charitable Rollover account.
Charitable Distribution
Request
Gift Planning
Policy
Account Management
Policy
Request a distribution from your DAF or IRA account.
Understand our gift planning objectives and policies.
Understand our operational objectives and policies.
Investment
Policy
Disclosure
Statement
Annual
Report
Understand our investment objectives and policies.
Understand our fund options and fees for various services.
Review our activity for the past year.