Forms for Download

Begin Your Estate Plan

• Confidential Questionnaire (432 KB)

Gift Annuities

• Gift Annuity Application (361 KB)
• Deferred Gift Annuity Application (361 KB)

Giving Accounts

• Donor Advised Fund Account Establishment Form (357 KB)
• Donor Advised Fund Distribution Recommendations (1.57 MB)
• Vision Fund Account Establishment (378 KB)
• Vision Fund Distribution Instructions (1.46 MB)

Giving Instructions

• ACH Authorization Form

Estate Distribution Instructions

• Estate Distribution Instructions (single person) (359 KB)
• Estate Distribution Instructions (couple) (357 KB)

Bequest Language

• Suggested Wording for Will Bequests (29 KB)

Environmental

• Residential Questionnaire (60 KB)
• Residential Checklist (74 KB)
• Commercial Questionnaire (69 KB)
• Commercial Checklist (79 KB)
• Acreage Questionnaire (76 KB)
• Acreage Checklist (67 KB)