Download Library

Explore a World of Educational Tools

Whether you need account forms, planned giving tools, or other resources, our download library has you covered.

Sample Documents

Permanent Funds Policy

Gift Annuity Agreement

Donor Advised Fund Agreement

Letter of
Intent

Planned Gift Policy for Churches

Planned Gift Policy for Nonprofits

Sample Church Gift Acceptance Policy

Organization Gift Acceptance Policy

Forms

TPF Investment Management Agreement Form

New Account Enrollment
Form

Transfer Instructions for Securities

Direct Deposit Authorization Form

Resources

Understanding the Basics of Permanent Funds

Charitable Giving Options

Sample Church Bequest Language

Estate Planning Checklist

ESG Investing Overview

Tools

Planned Giving Marketing Program

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