Thank You!

Thank you for taking the time to be thorough when submitting your answers to the Covestor Supplement.
 

One of our KCTFO Admins will review your Covestor Supplement as soon as possible, and we will let you know about the next steps as soon as they have a chance. Be sure to watch for our reply in the next few days.
 

In the meantime, please gather the necessary information to complete and upload your Know-Your-Neighbor Covestor submittals. Here’s a list to recap those requested items:
 

• My/our firm’s net worth and source of resources (i.e., CPA letter, current Bank/Brokerage Statement, tax returns, etc.) to support the Covestor’s suitability and capabilities (submit within the next 3 days).
• My Kingdompreneurship Assessment score of > 80% (submit within the next 3 days)
• My Stewardship Covenant with God (request DocuSign and submit within the next 3 days).
• My Prospective Like-Kind Exchange Resource Registration Form(s) to support the Covestor’s equitable contribution(s) (submit within the next 7 days).
• My/our firm’s written investment policy.
• My personal KCTFO T5 Giving Interest Statement (your “T5 Strategic Philanthropy Policy”).
• My KCTFO Beneficiary Assignment (submit within the next 30 days).
• My Family Love Letter (submit within the next 90 days).

The Help Desk email address is help.desk@KCTFO.com if you get stuck for any reason.
 

Thank you, and we look forward to covesting with you.