Gift Acceptance Policy
Describes the types of gifts that can be accepted and the manner in which they can be accepted
Download Here
One Life Charitable Remainder Unitrust Sample Document
A sample unitrust document for you to review with your legal counsel
Download Here
Online Statement Request Form
Approved users can complete this form for easy access to current statements of church or agency accounts held at the Foundation as soon as they are available as well as have access to 12 months of historical records. Users receive e-mail notification when statements are ready.
Download Here
Security Release for Certificates
A security release is needed to transfer a stock to the Foundation
Download Here
Stock Power
To transfer a stock certificate to the Foundation
Download Here
Stock Transfer Form
Instructions to Broker to transfer stock via DTC