Leadership White County - 2014 Give Now
Personal and Charitable Financial Record
This workbook is 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 advisor who may need it some
day ~ an accurate, up-to-date listing of personal and financial assets is
critical.  WCCF is pleased to provide a Personal and Financial Planning
booklet for this purpose.   
The forms can be updated easily by simply
adding/deleting appropriate pages.
Click here for
individual record
Click here for
joint record.