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Resources

Click on the appropriate brochure or document to view it as a PDF and print it.

Resources for Individuals

Guide to a Will: This brochure demonstrates the importance of having a properly written will and some suggested language a person can share with the appropriate legal representatives so that the church can be remembered.

Guide to a Permanent Fund: The Foundation offers named permenant funds that allow you, the donor, to determine how distributions can be made in perpetuity. This brochure discusses important elements about permanent funds, including sample language.

Una Guía para un Fondo Permanente: En Español, este folleto le orienta de como la Fundación le ofrece fondos permanentes con nombres propios que le permiten, al donante, determinar como las distribuciones se pueden hacer en perpetuidad. También trata elementos importantes sobre fondos permanentes e incluye un ejemplo del lenguaje a usar. .

Guide to a Charitable Gift Annuity: A charitable gift annuity is a planned giving instrument that allows a donor to make an irrevocable gift while retaining the right to a stream of payments for life, with the residual going to the charitable beneficiary of the donor's choosing. This brochure explains how a gift annuity works and ways it can be used in inheritance planning.

Guide to a Steward's Bank: The Foundation offers a Donor-Advised Fund that allows a donor to make charitable contributions to immediately, but decide later how charitable distributions will be made. This brochure outlines how the Steward's Bank works and provides some scenarios where this gift instrument can be advantageous to the donor.

Information Record: This fill-in-the-blank document is a way in which a person can list and keep track of important assets, documents and other important matters related to estate planning.

Pre-Funeral Service Arrangements: This fill-in-the-blank document is a way in which a person can provide instructions to survivors, including biographical information, funeral service/music requests and handling of memorials. It also includes an estate-plan checklist.

Permanent Fund Gift Agreement: This is the Foundation's standard form for persons wishing to create named permanent funds at the Foundation.

Conozca la Fundación de la Iglesia Cristiana: En Español, este folleto explica el ministerio de la Fundación que es ayudar a los Discípulos a descubrir el gozo de compartir sus recursos acumulados para perpetuar la obra de Dios en el mundo.

Una Guía para Preparar un Testamento en los Estados Unidos: En Español, este folleto le demuestra la importancia de tener un testamento correctamente escrito y le sugiere a la persona cierto lenguaje que puede compartir con los representantes legales apropiados para poder incluir a la iglesia en su testamento.

The Ones in White Robes: A sermon to celebrate All Saints Day by the Rev. Charles Watkins, senior minister of Central Christian Church, Decatur, Ill.

Resources for Congregations and Their Leaders

Church Newsletter Articles Promoting Planned Giving: These easy-to-use newsletter articles are designed to teach members of your congregation about planned giving, and provide ways they can make legacy gifts to your congregation. Available as a PDF document or a Word document.

Managing Estate Gifts: Gifts from donors’ estates are a special blessing. These gifts are often their final testimony that the church is called to stretch and serve many future generations. In all of the work that we do, however, one paramount consideration deserves special focus: We must make it a priority to understand and to honor any donor restrictions on gifts made to the church.

Protecting Congregational Assets: This paper was developed for a General Assembly resource group in response to questions feeling "under attack" or worried about takeovers.

Planning a Christian Church Foundation Inheritance-Planning Seminar: This brochure outlines suggested steps to make a seminar successful in your congregation.

Sample Permanent Fund policy: This is an example of a congregation's permanent fund policy that outlines what the permanent fund is designed to do, who is responsible for oversight, how distributions are to be made and how gifts are to be handled.

How Firm a Foundation: This booklet helps congregational leaders and permanent fund trustees work through issues related to starting and promoting permanent funds to help undergird a congregation's ministry. This also includes a sample permanent fund policy and a sample of conflict-of-interest statement that trustees might want to consider.

Sacred Stories -- Continuing a Congregation's Legacy of Ministry: Congregations often have lifespans, and there are times when the church is best served when a congregation decides to terminate its visible ministry. This book helps congregational leaders work through some of the grief and steps involved to help members determine the church's legacy of witness and mission.