Iowa United Methodist Foundation - Resources | IUMF
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 CircularĀ
- 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
- Foundation Services for Individuals Brochure
- HELP Loan Program Booklet
- IRA Charitable Rollover Gift Brochure
- IUMF Planned Giving Marketing Kit
- Planned Giving Brochure
- 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 – mailed January 2021
Monthly e-Newsletter
Below is a list of previous newsletters that we have sent out. Join our email listĀ 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!
2021 | 2020 | 2019 |
January 2021 | January 2020 | January 2019 |
February 2021 | February 2020 | February 2019 |
March 2021 | March 2020 | March 2019 |
April 2021 | April 2020 | April 2019 |
May 2021 | May 2020 | May 2019 |
June 2021 | June 2020 | June 2019 |
July 2021 | July 2020 | July 2019 |
August 2021 | August 2020 | August 2019 |
September 2021 | September 2020 | September 2019 |
October 2021 | October 2020 | October 2019 |
November 2021 | November 2020 | November 2019 |
December 2021 | December 2020 | December 2019 |