CHURCH EXTENSION FUND/FOUNDATION INFORMATION Name of Institution (required)
Contact Name (required)
Contact Email (required)
Contact Phone (required)
Number of Investment Accounts (required)
Number of Foundation Accounts (required)
Number of Loan Accounts (required)
Total Assets (required)
Number of Branches (required)
Total Workstations (required)
Current System
Current Contract Expires
ACCOUNT PROCESS DESIRED (check all that apply) INVESTMENT ACCOUNTS: CertificateDemand DepositIndividual Retirement (IRA)Health SavingsBond LOAN ACCOUNTS: Consumer LoansMortgage LoansARM LoansParticipation LoansLine of Credit FOUNDATION ACCOUNTS: CharityAnnuityBequestDonor Advised FundIndividual EndowmentCharity EndowmentLife InsuranceRevocable Deposit
I'M INTERESTED IN THE FOLLOWING SERVICES: (check all that apply) Salesforce IntegrationSQL Reporting ServicesInternet/Mobile BankingTesting EnvironmentQuickbooks ExportDocument ArchiveEstate SettlementDisaster RecoveryACH ProcessCustom FormsE-StatementCheck MICR Line PrintHSA Debit CardPool ProcessHosted EnvironmentManaged IT
PLEASE COMMENT ON ANY SPECIAL REQUESTS
