Media/Resources

Forms

Grants

SoCal Baptist Ministries Brochure

Estate Planning

Charitable Gift Annuity

Planned Giving

Donor-Advised Funds

Estate Planning Data ONLINE Form

Estate Planning Data Form PDF

Planificación Testamentaria Formulario De Datos

Ministry Loans

Loan Information Form

Investing

Ministry Investment Application

Organization Information Form

Electronic Funds Transfer Agreement

Client Information Form

Allocation Update Form

DAF Grant Request

Letter of Authorization-Transfer

Information for Participants 2021

Investment Policy 2021

Trust Division Fee Schedule 2021

Endowment Spending Policy - February 2021