Bringing People and Mission Together

Applications and Forms

Contact Client Services at 800-858-6127 or by email if you have questions or need assistance.
All Accounts

  • Personal Information Change Form
    Use this form to notify us of any changes in your address, phone number or other contact information.
  • Direct Deposit Authorization Form
    Direct deposit of payments from a gift annuity, pooled income fund, or charitable trust to your financial institution is a safe and time-saving alternative to receiving checks through the mail.
  • IRS W-9 Form 
    Use the W-9 form if you are a recipient of income payments from trusts, pooled income funds, or gift annuities. You must provide the payor (the Foundation or NCTC) your correct Taxpayer Identification Number (TIN) for proper tax reporting, as required by law.
  • PC(USA) Relatedness Form
    For charitable beneficiaries that are not part of a governing body of the Presbyterian Church (USA), but are considered a validated mission, we require additional information to process the gift and to confirm the ongoing relationship of the organization to the Presbyterian Church (USA). Please submit this form to
  • Trust Revocation Form
    This Trust Revocation Notification must be completed if the Gift assets are titled to a revocable trust.

Donor-Advised Fund

Endowment Fund

Ministry Partnership Fund (Online Giving)


Live Forward, Give Forward


Presbyterian Foundation Account Access

Presbyterian Foundation and New
Covenant Trust Company ?Account Access

WEBLINK account access for:
  • Permanent Endowment Funds
  • Trust Accounts
  • Investment Management Accounts
Click Here if you already have an account
Click Here to register for a new account

Presbyterian Mission Exchange
Account Access

Account Access for:
  • Online Giving Accounts
  • Donor-Advised Funds (Grants/Additions)
Click Here if you already have an account
Click Here to register for a new account

Presbyterian Foundation Ways to Give

Presbyterian Mission Exchange

Online giving to your church or ministry.

Click Here if you already have an account

More Ways to Give


Click Here if you already have an account