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
- Investing According to 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 2019
- Disclosure Statement
Misc. Forms
- 2017 Audit BFT
- 2017 Audit IUMF
- Clergy Tribute Covenant Agreement
- Gifting Stock Form
- IUMF Planned Giving Marketing Kit
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
- Clergy Tribute Booklet
- Endowment Brochure
- Endowment Guide
- Fund Information and Deadlines for Applications Flyer
- HELP Loan Program Booklet
- IRA Charitable Rollover Gift Brochure
- Foundation Services for Your Church Brochure
- Foundation Services for Individuals Brochure
- Leaving Your Legacy – Planned Giving Brochure
- Tips for Financial Stewardship Booklet
- 2018 4th Quarter Report
- 2019-2020 Scholarship Packet
- 2019-2020 Scholarship Bulletin Insert
Monthly e-Newsletter
Below is a list of previous newsletters that we have sent out. Go to www.iumf.org/connect/ to join our email list to receive a monthly newsletter containing information related to investments, scholarships, grants, loans, planned giving, etc.