Forms and Resources
Easily find the form or resource you are looking for by choosing from our most popular forms below. Questions? Call (800) 995-8578 - we are here to serve.
- IRA QCD Form 1
- IRA QCD Form 2
- Gift Planning Guide (pdf)
- Gift Annuity Application Form (pdf)
- Direct Deposit Form (pdf)
- CGA - One Life Rates, effective Jan 1, 2023
- CGA - Two Life Rates, effective Jan 1, 2023
- Sample Bequest Language (pdf)
- Tell Us about Your Plan (pdf)
- Wills and Trust Guide
- IRS Tax Determination Letter (pdf)
- Visit EFCA.donorfirstx.com to set-up a Donor-Advised Fund, check your balance, or make a DAF grant recommendation
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.