Resources

Gifting Opportunities

• Article - Gifting of Securities
  PDF Format
  
  
• Article - Deferred Gift Planning (Understanding Bequests and Endowments)
  PDF Format / Word Format
  
  
• Gift of Securites: Instructions for the Electronic Transfer of Securities
  PDF Format / Word Format
  
  
• Gift of Securities: Printable Share Transfer Form (This form should be used for all transfers EXCEPT those from Investor's Group.)
  PDF Format / Excel format

Reference Documents and Articles

• Article - Putting the Testament Back into Last Will and Testament
  PDF format / Word Format
  
  
• Reference - Sample Wording for Adding a Christian Preamble to Your Last Will and Testament
  PDF format / Word Format
  
  
• Article - "Leaving a Legacy of Love" - Sharing your Hopes, Dreams, Ambitions, and Faith with Future Generations
  PDF Format / Word Format
  
  
• Reference - Funeral Service Planning Information Sheet
  PDF Format / Word Format
  
  
• Article - Finances And The Christian – Biblical Principles For Money Management
  PDF format

Executor Responsibilities

• Duties of an Executor
  PDF format

Websites

• Christian Resources for Money Management
  Crown Financial Ministries

Books

• “The Complete Guide For Young Couples” Burkett
• “Financial Parenting” Burkett/Osborne
• “Everyday Is Saturday” Harvey & Harvey
• “The Millionaire Next Door” Stanley/Danko
• “Generous Living” Ron Blue

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