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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

Gift Acceptance and Use Policy for Congregations

  • Suggested Gift Acceptance and Use Policy (Congregations are encouraged to adapt and adopt this policy for their own use.)
    Word Format

  • Commentary on Gift Acceptance and Use Policy (As this policy is fairly extensive, this document provides additional commentary on each section of the policy, further explaining the rationale for why the section is included.)
    PDF 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

Websites

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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