To:       Potential Advise & Consult Fund® Donors

From:  Randy Stair

Re:        Opening an Advise & Consult Fund

Thank you for your interest in opening an Advise & Consult Fund account with the PCA Foundation. We think that you will be pleased with the flexibility and simplicity of this service.

Click here to download our Advise & Consult Fund agreement.  This agreement is provided to you in a "fillable" Adobe Acrobat (.pdf) format so that you can download, fill in, save, review, and print it. If you do not have Adobe's Acrobat Reader, you can click here to download it free of charge.

If you are ready to establish your Advise & Consult Fund, you may fill out this agreement by filling in the date, the name of your fund, some basic information about you that we require for our files, and a description of the assets with which you will open the account (schedule ‘A’). If you are undecided about the specifics of your initial gift, you may leave schedule ‘A’ blank and we will fill it in when the information becomes available.

Send your completed agreement to the PCA Foundation (1700 North Brown Road, Suite 103, Lawrenceville, GA  30043) – once the account has been funded and we have executed the agreement, we will send you a copy for your files.

You have several options with regard to the funding of your account. You may fund your Advise & Consult Fund account with stocks, bonds, mutual funds, or other appreciated property. If you wish to transfer any such assets to the Foundation for your account, please call us at 800-700-3221. It is necessary that you inform us prior to making such a transfer, and we will be able to provide you with the appropriate instructions at that time. You may also choose to send in a check along with your agreement. Checks should be made out to the Presbyterian Church in America Foundation, Inc.

Please visit our page Make a Gift for general information on various types of transfers, as well as for information about how your account will work once it is set up.

If you have any questions about opening an Advise & Consult Fund account, how the fund will work, or any of the other services that the PCA Foundation offers, please do not hesitate to call us or e-mail us at pcaf@pcanet.org. We will be happy to answer any questions or provide you with additional information.

We look forward to the opportunity to work with you!

 

 

 

Stewardship Service Providers
You Can Trust

 

 

PCA UPCOMING EVENTS ...

Amazing Grace 360, Fall 2011 Conference

1700 North Brown Road, Suite 103 - Lawrenceville, GA  30043 Phone: 678.825.1040  -  Toll free: 1.800.700.3221  -  Fax:  678.825.1041   Email: pcaf@pcanet.org

Copyright © 2011 PCA Foundation, Inc.  All rights reserved