How you put our services to use depends upon your particular situation. If you want our assistance with any financial counseling, estate planning, or planned giving, then start by completing our Personal & Financial Organizer and submitting it to us. We will give it a preliminary review and then contact you to arrange a time to discuss your planning needs in more detail.
If you are interested in using any of our charitable planning services, you may start by going to the Charitable & Planned Giving page and choosing the planned giving tools of interest to you for some background information. Ultimately, it may still require the completion and submission of a Personal & Financial Organizer for us to help you with this planning, but you may wish to contact us before proceeding to that step.
If you have a specific interest in using The Believers Fund (which is the name of our donor advised fund), you may complete and return to us the Donor Advised Fund Agreement Form to establish your Believers Fund Account. If you already have a Believers Fund Account and wish to make recommendations for distributions from it, you may download and submit to us a Grant Recommendation Form. You may also learn more by viewing videos on the different services.
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