Iowa United Methodist Foundation - Resources | Iowa United Methodist Foundation

 

Forms

Below, you will find a list of forms relevant to your membership and/or investment in the United Methodist Churches of Iowa. Each of these forms appear as a PDF and can be printed out, completed, and sent to the appropriate location.

Investment Account Forms

• Social Principles Statement
• Investment Fund Agreement
• E-Statement Registration
• Disclosure Statement

Building Fund Trust Forms

• Application to Purchase Certificate of Participation – Church or Agency
• Application to Purchase Certificate of Participation – Individual
• Loan Application
• Offering Circular
• Disclosure Statement

Misc. Forms

• Clergy Tribute Covenant Agreement
• Stock Gift Form

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Brochures

Below is a list of up-to-date brochures, flyers, and booklets from the Foundation office. If you can not find what you are looking for, contact us by emailing [email protected] and we can create something for you or your organization.

• BFT Loan Booklet
• BFT Certificates Brochure
• Clergy Tribute Flyer
• Endowment Brochure
• Endowment Guide
• Foundation Services Guide – Booklet
• Foundation Services Guide – Flyer
• HELP Loan Program Booklet
• IRA Charitable Rollover Gift Brochure
• IUMF Planned Giving Marketing Kit
  • Section One – Introduction to Planned Giving
  • Section Two – Roles & Responsibilities
  • Section Three – Establishing a Permanent Endowment Program
  • Section Four – Promoting Your Endowment Program
• Planned Giving Brochure
• Scholarship Guide
• Stock Gift Brochure
• Stock Gift Flyer
• Tips for Financial Stewardship

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Quarterly Report

Below are links to the most recent year’s quarterly reports. These get mailed along with account statements each quarter.

4th Quarter 2025

3rd Quarter 2025

2nd Quarter 2025

1st Quarter 2025

Monthly e-Newsletter

Below are some of our previous newsletters. Join our email list to get these monthly newsletters sent straight to your email. They contain information related to investments, loans, planned giving, scholarship and grant opportunities and MORE!

2026	2025	2024
January 2026	January 2025	January 2024
February 2026	February 2025	February 2024
March 2026	March 2025	March 2024
April 2026	April 2025	April 2024
May 2026	May 2025	May 2024
June 2026	June 2025	June 2024
July 2026	July 2025	July 2024
August 2026	August 2025	August 2024
September 2026	September 2025	September 2024
October 2026	October 2025	October 2024
November 2026	November 2025	November 2024
December 2026	December 2025	December 2024