Toolbox

This is a tool for individual use in collecting important personal and financial information.

Record Keeper - Spanish

This tool, translated into Spanish, is for individual use in collecting important personal and financial information.

Center for Faith and Giving

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

Sermon CDs

The Presbyterian Foundation is here to help – with two collections of sermons about stewardship and giving, delivered by some of the Presbyterian Church's finest preachers. These messages will inspire you and give you ideas for future sermons of your own.

This site contains stewardship resources from the Disciples of Christ.

Lake Institute on Faith and Giving

The Center for Print Resources houses Presbyterian Foundation information sheets, as well as pew cards, bulletin inserts, bulletin covers, and posters.

Research results and resource recommendation on faith and giving.

Many Ways to Give

This piece outlines the ways in which you can give through the Foundation.

Many Ways to Give - Korean Translation

This piece, translated into Korean, outlines the ways in which you can give through the Foundation.

Many Ways to Give - Spanish Translation

This piece, translated into Spanish, outlines the ways in which you can give through the Foundation.

Online Giving Program Guide

Review this piece for more information on how the Presbyterian Foundation can assist you in setting up an online giving program for your church.

Online Giving Program Information Sheet

Use the Online Giving Program to make giving easy on your members.

Presbytery Assessment Tool

Project Regeneration Brochure

Introduction to the Foundation's program for transforming underused church assets for new ministry.

Stewardship Ministry Newsletter

This video compilation contains the Stewardship Kaleidoscope 2017 workshops.

Stewardship Manual

A guide for year-round stewardship planning.

This monthly e-newsletter brings you helpful ideas, best practices, and resources to make your congregation’s stewardship/generosity program the best it can be.

Stewardship Navigator

The Stewardship Navigator is a tool, provided at no cost to your congregation, to help you create a year-round stewardship program, along with customized materials for your congregation.

Investments

New Covenant Funds

A faith-based family of mutual funds invested according to Presbyterian social witness principles.

Presbyterian Foundation Investment Options

This brochure presents investment options from the Presbyterian Foundation and its subsidiary New Covenant Trust Company, and shows how they meet different needs based on the answers to those questions.

Presbyterian Foundation Investment Options - Korean Translation

This brochure presents investment options from the Presbyterian Foundation and its subsidiary New Covenant Trust Company, and shows how they meet different needs based on the answers to those questions.

Presbyterian Foundation Spending Formula

Download this four-page piece that explains the spending formula of the Presbyterian Foundation Endowment funds.

Personal Financial Planning

This is a tool for individual use in collecting important personal and financial information.

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

The Center for Print Resources houses Presbyterian Foundation information sheets, as well as pew cards, bulletin inserts, bulletin covers, and posters.

Donor-Advised Fund

Enjoy the freedom and flexibility to make grants from your fund when you want, where you want, and how you want.

This is the application form to establish a Donor-Advised Fund.

Financial Resource Center

Outline for the Donor-Advised Fund and how it works.

The Financial Resource Center has the information and tools you need to help you know more about your finances.

This video compilation contains the Stewardship Kaleidoscope 2017 workshops.

Planned Giving

Resource for committee use for coordinating a planned giving or endowment program.

This 12-page booklet is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Korean, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This is a tool for individual use in collecting important personal and financial information.

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

The Center for Print Resources houses Presbyterian Foundation information sheets, as well as pew cards, bulletin inserts, bulletin covers, and posters.

This is the application form to establish a Donor-Advised Fund.

Endow Your Pledge Program Guide - Donors

Outline for the Donor-Advised Fund and how it works.

This piece outlines what it would take to turn your pledge into an endowment that will give on in perpetuity.

Endow Your Pledge Program Guide - Pastors

This piece outlines how a pastor should talk to their members about turning their pledge into an endowment that will give on in perpetuity.

Planned Giving Navigator

Build, Plan, and Hold your planned giving program in the Planned Giving Navigator

This video compilation contains the Stewardship Kaleidoscope 2017 workshops.

Endowment

This 12-page booklet is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

Endow Your Pledge Program Guide - Donors

This 12-page booklet, translated into Korean, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This piece outlines what it would take to turn your pledge into an endowment that will give on in perpetuity.

Endow Your Pledge Program Guide - Pastors

This piece outlines how a pastor should talk to their members about turning their pledge into an endowment that will give on in perpetuity.

Endowment Fund Application

Read through this agreement and fill out the included application to start an endowment fund.

PEER Network

PEER provides resources that encourage Presbyterian churches and organizations toward best practices in gift planning and the use of endowments.

Planned Giving Navigator

Build, Plan, and Hold your planned giving program in the Planned Giving Navigator

Presbyterian Endowment Service Brochure

This brochure is full of information on the Presbyterian Endowment Service and how money is invested to be able to give for generations to come.

Forms and Applications

Beneficiary Information Relatedness Form

Fill out this form to provide the following information substantiating the charitable beneficiary’s relatedness to a Presbyterian entity.

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.

Donation Form

Fill out and send in this form to make a direct donation, or make a gift to an endowment or Donor-Advised Fund.

Donor-Advised Fund Contribution Form

This is the application form to establish a Donor-Advised Fund.

Fill out this form to make a contribution to your Donor-Advised Fund.

Endowment Fund Application

Outline for the Donor-Advised Fund and how it works.

Read through this agreement and fill out the included application to start an endowment fund.

Forms for Existing Online Giving Accounts

These forms are provided for those that already have accounts but that need to make a change to those accounts.

Grant Recommendation Form

Use this form to make a Grant Recommendation from your Donor-Advised Fund.

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.

Online Giving Fund Application

Fill out this form to establish an online giving fund.

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 adminservices@presbyterianfoundation.org.

Personal Information Change Form

Use this form to notify us of any changes in your address, phone number or other contact information.

Trust Revocation Notification

This Trust Revocation Notification must be completed if the Gift assets are titled to a revocable trust.

Capital Campaigns

Capital Campaign Are We Ready?

This checklist from Horizons Stewardship helps your Session consider the congregation's readiness for a capital campaign.

Capital Campaigns: Biblical Basis and Approach

This comprehensive resource provides a Biblical basis for capital campaigns along with guidelines for assembling a team and mapping out the campaign, and other helpful resources.

Ingredients of a Successful Capital Campaign

Essential elements for successful campaigns, regardless of size.

Special Major Gifts

Resource for committee use for coordinating a planned giving or endowment program.

This is the application form to establish a Donor-Advised Fund.

Bulletin Inserts: Legacy Program

Outline for the Donor-Advised Fund and how it works.

PEER Network

PEER provides resources that encourage Presbyterian churches and organizations toward best practices in gift planning and the use of endowments.

Legacy Giving Program

These bulletin insert can be used to promote a Wills Emphasis Program within your congregation. If you would like to order one of these inserts already printed, you can do so through our Center for Print Resources.

Posters: Legacy Giving

These posters, 4 options, can be used to promote a Wills Emphasis Program within your congregation. If you would like to order this poster already printed, you can do so through our Center for Print Resources.

Resource for committee use for coordinating a planned giving or endowment program.

Composing a Legacy - Spanish

This 12-page booklet is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Spanish, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Korean, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This is a tool for individual use in collecting important personal and financial information.

Record Keeper - Spanish

This tool, translated into Spanish, is for individual use in collecting important personal and financial information.

Legacy Giving Minute for Mission Video

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

This is a short video that your church can use on Legacy Giving Sunday to encourage gifts. An opportune time would be during the Minute for Mission at the start of the service.

Pastors

Sermon CDs

The Presbyterian Foundation is here to help – with two collections of sermons about stewardship and giving, delivered by some of the Presbyterian Church's finest preachers. These messages will inspire you and give you ideas for future sermons of your own.

Ministry Relations Program

The Center for Print Resources houses Presbyterian Foundation information sheets, as well as pew cards, bulletin inserts, bulletin covers, and posters.

The Foundation's Ministry Relations Program offers a variety of services to help pastors and sessions cultivate the funds needed to carry out their ministries.

Online Giving Fund Application

Fill out this form to establish an online giving fund.

Online Giving Program Guide

Review this piece for more information on how the Presbyterian Foundation can assist you in setting up an online giving program for your church.

Online Giving Program Information Sheet

Use the Online Giving Program to make giving easy on your members.

Pastor's Life Newsletter

This e-newsletter arrives every two weeks as our gift to help your ministry. Each issue contains a brief reading, along with links to a helpful resource or video.

Presbytery Assessment Tool

Reformation 500 Resources

This resource includes videos and study materials over the 500th Anniversary of the Reformation.

Stewardship Ministry Newsletter

This video compilation contains the Stewardship Kaleidoscope 2017 workshops.

This monthly e-newsletter brings you helpful ideas, best practices, and resources to make your congregation’s stewardship/generosity program the best it can be.

Stewardship Navigator

The Stewardship Navigator is a tool, provided at no cost to your congregation, to help you create a year-round stewardship program, along with customized materials for your congregation.

Donors

This 12-page booklet is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Korean, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This is a tool for individual use in collecting important personal and financial information.

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

2020 Annual Report

To download a PDF of the 2020 Annual Report, please visit the About Us page for a link. To request a printed copy, please fill out the Contact Us form.

Donor-Advised Fund

Enjoy the freedom and flexibility to make grants from your fund when you want, where you want, and how you want.

Donor-Advised Fund Contribution Form

This is the application form to establish a Donor-Advised Fund.

Fill out this form to make a contribution to your Donor-Advised Fund.

Presbyterian Foundation Spending Formula

Outline for the Donor-Advised Fund and how it works.

Many Ways to Give

This piece outlines the ways in which you can give through the Foundation.

Download this four-page piece that explains the spending formula of the Presbyterian Foundation Endowment funds.

All Tools

Bulletin Inserts: Legacy Program

These bulletin insert can be used to promote a Wills Emphasis Program within your congregation. If you would like to order one of these inserts already printed, you can do so through our Center for Print Resources.

10 Scriptures for your Stewardship Theme

Posters: Legacy Giving

These posters, 4 options, can be used to promote a Wills Emphasis Program within your congregation. If you would like to order this poster already printed, you can do so through our Center for Print Resources.

Resource for committee use for coordinating a planned giving or endowment program.

Composing a Legacy - Spanish

This 12-page booklet is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Spanish, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This 12-page booklet, translated into Korean, is an overview of many planned giving methods and is best used in conjunction with a planned giving workshop.

This is a tool for individual use in collecting important personal and financial information.

Record Keeper - Spanish

This tool, translated into Spanish, is for individual use in collecting important personal and financial information.

Beneficiary Information Relatedness Form

This tool, translated into Korean, is for individual use in collecting important personal and financial information.

2020 Annual Report

To download a PDF of the 2020 Annual Report, please visit the About Us page for a link. To request a printed copy, please fill out the Contact Us form.

Sermon CDs

The Presbyterian Foundation is here to help – with two collections of sermons about stewardship and giving, delivered by some of the Presbyterian Church's finest preachers. These messages will inspire you and give you ideas for future sermons of your own.

Fill out this form to provide the following information substantiating the charitable beneficiary’s relatedness to a Presbyterian entity.

Capital Campaign Are We Ready?

This checklist from Horizons Stewardship helps your Session consider the congregation's readiness for a capital campaign.

Capital Campaigns: Biblical Basis and Approach

This comprehensive resource provides a Biblical basis for capital campaigns along with guidelines for assembling a team and mapping out the campaign, and other helpful resources.

Center for Faith and Giving

This site contains stewardship resources from the Disciples of Christ.

Direct Deposit Authorization Form

The Center for Print Resources houses Presbyterian Foundation information sheets, as well as pew cards, bulletin inserts, bulletin covers, and posters.

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.

Donation Form

Fill out and send in this form to make a direct donation, or make a gift to an endowment or Donor-Advised Fund.

Donor-Advised Fund

Enjoy the freedom and flexibility to make grants from your fund when you want, where you want, and how you want.

Donor-Advised Fund Contribution Form

This is the application form to establish a Donor-Advised Fund.

Fill out this form to make a contribution to your Donor-Advised Fund.

Endow Your Pledge Program Guide - Donors

Outline for the Donor-Advised Fund and how it works.

This piece outlines what it would take to turn your pledge into an endowment that will give on in perpetuity.

Endow Your Pledge Program Guide - Pastors

This piece outlines how a pastor should talk to their members about turning their pledge into an endowment that will give on in perpetuity.

Endowment Fund Application

Read through this agreement and fill out the included application to start an endowment fund.

"The End of White Christian America" Book Presentation

We had author Robert Jones join us at Big Tent 2019 with a presentation about his book, "The End of White Christian America." We have added that presentation here so that you can see the stats after the event.

Financial Resource Center

The Financial Resource Center has the information and tools you need to help you know more about your finances.

Forms for Existing Online Giving Accounts

These forms are provided for those that already have accounts but that need to make a change to those accounts.

Grant Recommendation Form

Use this form to make a Grant Recommendation from your Donor-Advised Fund.

Ingredients of a Successful Capital Campaign

Essential elements for successful campaigns, regardless of size.

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.

Lake Institute on Faith and Giving

Research results and resource recommendation on faith and giving.

Legacy Giving Minute for Mission Video

This is a short video that your church can use on Legacy Giving Sunday to encourage gifts. An opportune time would be during the Minute for Mission at the start of the service.

Many Ways to Give

This piece outlines the ways in which you can give through the Foundation.

Many Ways to Give - Korean Translation

This piece, translated into Korean, outlines the ways in which you can give through the Foundation.

Many Ways to Give - Spanish Translation

This piece, translated into Spanish, outlines the ways in which you can give through the Foundation.

Ministry Relations Program

The Foundation's Ministry Relations Program offers a variety of services to help pastors and sessions cultivate the funds needed to carry out their ministries.

New Covenant Funds

A faith-based family of mutual funds invested according to Presbyterian social witness principles.

Online Giving Fund Application

Fill out this form to establish an online giving fund.

Online Giving Program Guide

Review this piece for more information on how the Presbyterian Foundation can assist you in setting up an online giving program for your church.

Online Giving Program Information Sheet

Use the Online Giving Program to make giving easy on your members.

Pastor's Life Newsletter

This e-newsletter arrives every two weeks as our gift to help your ministry. Each issue contains a brief reading, along with links to a helpful resource or video.

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 adminservices@presbyterianfoundation.org.

PEER Network

PEER provides resources that encourage Presbyterian churches and organizations toward best practices in gift planning and the use of endowments.

Personal Information Change Form

Use this form to notify us of any changes in your address, phone number or other contact information.

Planned Giving Navigator

Build, Plan, and Hold your planned giving program in the Planned Giving Navigator

Presbyterian Endowment Service Brochure

This brochure is full of information on the Presbyterian Endowment Service and how money is invested to be able to give for generations to come.

Presbyterian Foundation Investment Options

This brochure presents investment options from the Presbyterian Foundation and its subsidiary New Covenant Trust Company, and shows how they meet different needs based on the answers to those questions.

Presbyterian Foundation Investment Options - Korean Translation

This brochure presents investment options from the Presbyterian Foundation and its subsidiary New Covenant Trust Company, and shows how they meet different needs based on the answers to those questions.

Presbyterian Foundation Spending Formula

Download this four-page piece that explains the spending formula of the Presbyterian Foundation Endowment funds.

Presbytery Assessment Tool

Project Regeneration Brochure

Introduction to the Foundation's program for transforming underused church assets for new ministry.

Reformation 500 Resources

This resource includes videos and study materials over the 500th Anniversary of the Reformation.