Frequently Asked Questions (FAQs)
Got a question? Look over this list and see if we’ve covered it! If not, email us.
How can I withdraw and transfer funds with no paper forms handled?
How do I create a new investment for my church?
How do I create a new personal investment?
Can I request my IRA RMD go to my church?
How do I donate stock to my church?
What is a Letter of Intent (for stock donations) and why do I need one?
How do I access our statements online?
How do I update our authorized signers (ASC)?
Can we control internally who our church provides online statement access to and make changes ourselves?
How do we set up electronic giving?
What’s the difference between “book value” and “market value”? How much can we spend?
How does my church apply for a grant?
I need to schedule a brief chat with Kristi. How do I do that? Schedule it here!