Master Agreement.pdf
The Master Agreement contains the provisions that govern all of the entity's CFM accounts with the Foundation. It also contains contact information between the entity and the Foundation. The Master Agreement needs to be signed by authorized individuals from both the entity and the Foundation.
Investment Options and Allocation Form
The Investment Options and Allocation Form contain a complete list and a brief description of all church investment option funds available to investors through the Foundation's Church Funds Management program. This form is used by the entity to allocate the funds invested among the various options, including CBL Term Investments and Market Investments. This form also allows the entity to list those individuals authorized to discuss the process transactions specific to an account. An Allocation form is required for each account maintained by the entity.
Investment Allocation Form for Existing CBL Term Investment Clients
This form is for those clients with existing CBL Term Investment funds and would like to make additional investments into CBL Term Investment funds.
Policy and Guidelines
The Church Funds Management Policy and Guidelines contains the overall governing policies and provisions of the Church Funds Management program of the Foundation.