Getting Started

Let’s Connect

Our team is ready to help your organization put the power of TPF to work for you. Choose from the options below to get started.

Transfer securities to TPF as a life income gift

Download, sign, and complete the following forms:

  1. Management Agreement Form
  2. New Account Form

Mail with a check to:

Texas Presbyterian Foundation

6100 Colwell Blvd., Suite 250

Irving, TX 75039

Or contact your TPF Relationship Manager 
for wiring instructions.

Establish an Endowment 
Fund for your church

Download, sign, and complete the following forms:

Transfer securities to
TPF as a charitable gift

Download, sign, and complete the following forms:

  1. Review the TPF Transferring Securities
for Churches document.
  2. Call TPF at 1-800-955-3155.

Open an Investment Account

Download, sign, and complete the following forms:

  1. Review the TPF Transferring Securities document.
  2. Call TPF at 1-800-955-3155.

Have questions about other gift options or need help completing a transaction? Contact your TPF Relationship Manager or call 1-800-955-3155.