Putting Your House in Order

Name:

Email:

Phone:

Mailing Address:

Comments about the program:

Would you like the Foundation to contact you pertaining to a:

Charitable Gift Annuity

DAF – Donor Advised Fund

Charitable IRA Rollover

Bequest

Other

What is your next planned step in this process:

Have conversations with my family

Meet with my pastor

Meet with my financial advisor

Meet with my attorney

Talk to the Foundation about supporting my church with a gift

CONGRATULATIONS!