Resources
2020 Year-End Giving Resources
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 Form
- 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
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 info@iumf.org and we can create something for you or your organization.
- BFT Loan Booklet
- BFT Certificates Brochure
- Clergy Tribute Booklet
- Endowment Brochure
- Endowment Guide
- Fine-Tune Your 2020 Vision Brochure
- Foundation Services for Individuals Brochure
- HELP Loan Program Booklet
- IRA Charitable Rollover Gift Brochure
- IUMF Planned Giving Marketing Kit
- Planned Giving Brochure – Leaving Your Legacy
- Stock Gift Brochure
- Tips for Financial Stewardship Booklet
Quarterly Report
Below are links to the most recent year’s quarterly reports. These get mailed along with account statements each quarter.
4th Quarter 2019 – mailed January 2020
1st Quarter 2020 – mailed April 2020
2nd Quarter 2020 – mailed July 2020
3rd Quarter 2020 – mailed October 2020
4th Quarter 2020 – coming January 2021
Monthly e-Newsletter
Below is a list of previous newsletters that we have sent out. 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!
2020 2019 2018
January 2020 January 2019 December 2018
December 2020 December 2019