Forms
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2007 Endowment Agreement for Churches and Individuals
Word Document
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Investment Agreement for Churches
For a managed fund where corpus may or may not be invaded.
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Investment Agreement for Agencies
For a managed fund where corpus may or may not be invaded.
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Stock Power
To transfer a stock certificate to the Foundation. |
Security Release for Certificates
A security release is needed to transfer stock to the Foundation. |
One Life Charitable Remainder Unitrust Sample Document
A sample unitrust document for you to review with your legal counsel.
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Broker DTC Transfer Form
To transfer broker-held stock to the Foundation's brokerage account
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Online Statement Request Form
Submit this form to receive your account statements on-line.
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Petree Grant Application
Applications may be submitted to the Foundation in between June 1 and September 15, 2008. |
Gift Acceptance Policy
Word document |