For individuals, churches, and organizations who are investing through our Impact Certificate Program.
For clients who have established a Donor-Advised Fund (DAF) account with Provision.
For individuals, churches, and organizations who have established an endowment or a fund management agreement through Provision.
For individuals who have established their will through our online will planner.
For churches that have a church loan through our lending program.
For clients who have established a Charitable Remainder Annuity Trust or Charitable Remainder Unitrust.