PERSONAL & CHARITABLE FINANCIAL

RECORDS

Community Foundation of White County

The workbooks below...

 

are designed to help you get your personal and financial information organized and compiled into a single booklet.

Whether designing will provisions or planned gifts -- or simply providing information for loved ones or a professional adviser who may need it some day -- an accurate, up-to-date listing of personal and financial assets is critical. CFWC is pleased to provide Financial Planning booklets for this purpose. These forms can be updated easily by simply adding/deleting appropriate pages.

  • Facebook - Black Circle

Location:  1001 Airport Rd.
Mailing address: P.O. Box 1154
Monticello, Indiana 47960

GENERAL

INFORMATION

GIVING INFORMATION

GRANTS &

SCHOLARSHIPS

Community Foundation of White County © 2019 - All Rights Reserved