Next Steps

Invest in TPF Pooled Funds

  1. Sign a TPF Investment Management Agreement Form (PDF)or (DOC)
  2. Fill out TPF Enrollment Form (PDF)
  3. Send forms with check

Transfer Securities to TPF as a Charitable Gift

  1. See   Transferring Cash, Securities or Real Estate
  2. Contact TPF
  3. Send letter to broker
  4. Send letter to TPF
  5. Transfer Securities

Transfer Cash, Securities or Real Estate to TPF as a Life Income Gift

  1. See  Transferring Cash, Securities or Real Estate
  2. Contact TPF
  3. Send letter to broker
  4. Send letter to TPF
  5. Send Cash or Transfer Securities or Real Estate
  6. Receive a lifetime income
  7. Leave a legacy for your church and/or other ministries

Establish an Endowment Fund for Your Church

  1. See Suggested Policies for Church Planned Giving Program (PDF) or (DOC)
  2. Invite a TPF Staff to meet with your Committee or Session
  3. Publicize your Endowment Fund plan and hold an event
  4. Plan and hold an event
  5. Invest funds raised with TPF