Charitable Giving "Forms"

Free Download click on PDF Image.

W.S.W. Foundation

"Trust Application"

This is a document to complete, and see if you qualify for a  "FREE Trust." 

 

Our Financial Advisor and Attorney will review the completed form to determining your qualifications for creating a  "FREE  Trust."

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W.S.W. Foundation

Fiduciary Form

  "Ask First" 

 

Use this "FREE FORM" to determine the best financial advisor for your investment portfolio. 

 

Give this to a prospective Advisor and or Attorney  to complete for your review prior to engaging their services.

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NAME, TITLE

This is for a  future form.