This collection of forms, information and additional resources is designed to help you manage your God-given resources and financial accounts more effectively. If you have any questions or can’t find the information you need, please contact us at info@BarnabasFoundation.com or call 888.448.3040

Forms and Information

Charitable Gift Annuity

• Charitable Gift Annuity Application Form
  
• Charitable Gift Annuity Medicaid Disclosure
  
• Disclosure Document on the Barnabas Foundation Common Trust Funds
• Distribution Request Form
• Planned Giving Calculators

Charitable Remainder Trust

• Distribution Request Form
• Disclosure Document on the Barnabas Foundation Common Trust Funds
• Donor Recommendation of Investment Allocation
• Planned Giving Calculators

Estate Planning (Gift in a Will)

• Distribution Request Form
• Estate Plan Completion Form
• Christian Wills Guide

General Information

• Generosity Video
• Donor Video
• Planned Giving Glossary
• Christian Wills Guide
• Year-End Timetable
• Planned Giving Calculators

Giving Non-Cash Assets

• Barnabas Foundation Gift Acceptance Policy
• Real Estate Gift Application
• Instructions for Transferring Securities to Barnabas Foundation

IRA Charitable Rollover

• IRA Charitable Rollover Fact Sheet
• Sample IRA Rollover Gift Receipt Letter

Stewards Fund

• Stewards Fund Application and Agreement Form
• Stewards Fund Distribution Request Form
• Barnabas Foundation Stewards Fund Policy
• Ways to Fund My Account
• Instructions for Transferring Securities to Barnabas Foundation
• Instructions for Cash Wire Gift
• Donor Recommendation of Investment Allocation

Additional Resources

Newsletters

• Stewardship Spotlight
• Gift Legacy 

Books and Small Group Studies

• Faith Based Family Finances
• When the Game is Over – It All Goes Back in the Box
• Discovering God’s Way of Handling Money
• The Treasure Principle
• In God We Trust – Kids (K-5)
• What do I Owe? Managing the Gifts God Gives You
• A Matter of the Heart