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Resource Center

Manage Your Money

Any item listed below is available to read or download by simply clicking on the title.  If you would like us to send the item(s) to you in original paper format, please fill in the quantity below, then press "Order Documents" at the bottom of the page and enter your mailing information where requested.  We are happy to provide additional information or answer any questions you may have; please feel free to contact us.

You should also know that there is no obligation on your part for requesting information or meeting with a Covenant Trust Company Financial Services Representative.  [view Directory]   It is not necessary to be a member of a Covenant church to work with Covenant Trust Company.  We have worked with many non-Covenant alumni of North Park University and non-Covenant residents of Covenant Retirement Communities on their financial and legacy plans.  We'd like the opportunity to work with you!

Choosing Your Executor

Choosing Your Executor

Currently not available.

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Choosing Your Trustee/Executor

Choosing Your Trustee/Executor

Important considerations in choosing the appropriate trustee or executor; advantages of a corporate trustee; trustee duties and liabilities
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Covenant Charitable Gift Annuities

Covenant Charitable Gift Annuities

The 'win-win' aspects of charitable gift annuities; how they benefit both the donor and Covenant ministries.
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Covenant Donor Advised Funds

Covenant Donor Advised Funds

Currently not available.

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Covenant Endowment Trust:  A Gift that Keeps on Giving

Covenant Endowment Trust: A Gift that Keeps on Giving

How a Covenant Endowment Trust account benefits the donor's chosen Covenant ministry far into the future; why ministries may choose to establish endowment accounts with designated funds
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Covenant Pooled Income Funds

Covenant Pooled Income Funds

Currently not available.
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Covenant Trust Company

Covenant Trust Company

Everyone needs a financial services partner.  Covenant Trust Company wants to be yours.  Shared values of integrity, excellence and commitment to ministry make CTC the provider of choice for professional trustee services and asset management, retirement and legacy planning.

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Covenant Trust Company Privacy Policy

Covenant Trust Company Privacy Policy

Covenant Trust Company's formal privacy and confidentiality policy
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CTC Fact Sheet

CTC Fact Sheet

What is YOUR legacy?  How can Covenant Trust Company help you build it?  This helpful fact sheet is a one-stop introduction to CTC and the many resources available for individuals and Covenant ministries.

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Endowments...it's all about the future

Endowments...it's all about the future

An endowment fund can grow and flourish into the future, supporting your ministry or institution for years to come
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Faith, Family, Finances:  A Lifelong Journey

Faith, Family, Finances: A Lifelong Journey


Money management and budgeting; retirement planning; stewardship; legacy planning
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Financial Durable Power of Attorney:  What You Need to Know

Financial Durable Power of Attorney: What You Need to Know

More information about the importance of having a financial power of attorney; things to consider when choosing your attorney-in-fact
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Going On...After the Death of a Spouse

Going On...After the Death of a Spouse

Helpful information, suggestions and checklists for important things that need to be done following the death of a loved one, particularly a spouse
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Grow Your Future:  The Key to More Bequest Dollars for Your Ministry

Grow Your Future: The Key to More Bequest Dollars for Your Ministry

FAQs about Covenant Trust Company workshops for local ministries; includes various workshop options
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Guidelines for Trustees of Self-Trusteed Trusts

Guidelines for Trustees of Self-Trusteed Trusts

Important things to make your trust functional; helps and hints for transferring assets into your trust
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HIPAA Release Authority

HIPAA Release Authority

Authorizes release of medical information to your designated health care surrogate–older forms of health care power of attorney do not include this provision
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How Do You Want to Live Before You Die: a Dialogue

How Do You Want to Live Before You Die: a Dialogue

A place for your written feelings and thoughts about quality of life, specific medical issues and health care matters; designed to accompany a living will or health care power of attorney, it provides critical background knowledge for your health care surrogate(s) to make health care decisions for you if you are unable to do so
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In It Together

In It Together

Discusses the partnership between local and denominational ministries and Covenant Trust Company.  At CTC, our goal is the success of your ministry.

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Investment Management Accounts

Investment Management Accounts

How Investment Management Accounts may be advantageous for both individuals and Covenant ministries; Covenant Trust Company fee schedule for managed accounts
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Investment Perspectives-2

Investment Perspectives-2

[March 2009] Commentary on then-current economic conditions
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Is Your House in Order?

Is Your House in Order?

A quick reality check on the status of your money management and financial planning provisions
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Legacy Planning Month

Legacy Planning Month

October is Legacy Planning Month throughout the Covenant.  How will YOUR ministry observe this important event?  Find helpful ideas to help your ministry encourage more deferred gift dollars.
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Living Wills & Durable Powers of Attorney for Health Care:  What you Need to Know

Living Wills & Durable Powers of Attorney for Health Care: What you Need to Know

The difference between living wills and health care powers of attorney; why you should have one or both
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Managing Investments at Covenant Trust Company:  Questions & Answers

Managing Investments at Covenant Trust Company: Questions & Answers

Information about basic investment issues, e.g. cost basis and asset allocation; our investment strategy; what happens when a client elects to use Covenant Trust Company's asset management services
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Personal Cash Flow Analysis and Personal Net Worth Statement

Personal Cash Flow Analysis and Personal Net Worth Statement

Two helpful 'building blocks' for your financial and life planning:  chart where your money goes and your total net worth.  Update regularly to measure progress toward your financial objectives.
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Questions & Answers about Charitable Remainder Unitrusts

Questions & Answers about Charitable Remainder Unitrusts

How charitable remainder unitrusts can be a helpful legacy planning tool; how this life income agreement works; why it is a popular vehicle for charitable gifts of appreciated property or real estate
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Questions & Answers about Individual Retirement Accounts at Covenant Trust Company

Questions & Answers about Individual Retirement Accounts at Covenant Trust Company

IRA services available through Covenant Trust Company; the advantages of having Covenant Trust serve as IRA trustee
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Quick Guide to Cost Basis Research for Securities

Quick Guide to Cost Basis Research for Securities

Explains cost basis and its importance; where to get cost basis information; how to keep records that track cost basis
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Records Retention Schedule

Records Retention Schedule

Information provided by the IRS and others about how long to keep various types of personal, tax and legal records [see also Your Stuff...]
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Revocable Living Trusts

Revocable Living Trusts

Revocable living trusts, their advantages and how they work; specific information about revocable living trusts at Covenant Trust Company; how such a trust can provide peace of mind as part of a complete financial and legacy plan
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Revocable Living Trusts–Choosing Your Trustee

Revocable Living Trusts–Choosing Your Trustee

Choosing your trustee is an important decision--learn why Covenant Trust Company is your best choice.

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Where There's a Will...There's a Way to Protect your Legacy Wishes

Where There's a Will...There's a Way to Protect your Legacy Wishes

Discusses the importance of having a will for persons no matter what your age; information needed for preparation of your will

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Women & Finance:  Let's Talk

Women & Finance: Let's Talk

Challenges women face in financial planning; how to set smart goals; stewardship; money management and investing; legacy planning information
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You...Your Family...Your Charitable Dreams:  What is YOUR Legacy?

You...Your Family...Your Charitable Dreams: What is YOUR Legacy?

Currently not available.

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Your Annual Financial Check-Up

Your Annual Financial Check-Up

Items to review at least annually to keep your financial and household matters up to date
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Your Financial Health Quotient

Your Financial Health Quotient

Do you feel good about your journey to a secure financial future? Check your 'FHQ' for roadblocks that may be stopping you.

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Your Legacy: a guide to planning your will

Your Legacy: a guide to planning your will

 Use this guide to help you put together the information an attorney needs to prepare your will documents.
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Your Stuff:  What Do You Have, Who Should Know, and How Long Should You Keep It?

Your Stuff: What Do You Have, Who Should Know, and How Long Should You Keep It?

  • Financial Planning Checklist
  • Family and Financial Records
  • Records Retention Guidelines
  • Household Inventory
  • Vital Documents Inventory
  • Asset Inventory
  • Investment Record
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