Brochures, templates & tools

Planned Giving Guide

Learn how planned gifts create lasting ministry impact — from simple bequests to endowment funds.

Clergy Mileage Log

Track ministry mileage and export year-end totals.

Beneficiary Tax Summary

Estate Tax Exemptions 2026

Trusts vs. Wills Venn Diagram

Small Estate Affidavit Thresholds

A small estate affidavit allows assets of people who are not very wealthy to be distributed upon their deaths without the full probate process. It's quicker and cheaper than probate.

Intestacy Statute Summary

Grant Guidelines

Who can apply, what we fund, how to apply, and what we look for.

Gift Acceptance Policy Template

Comprehensive gift acceptance policy with due diligence checklists.