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

• 2018 IUMF Audit
• 2018 BFT Audit
• 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 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
  • 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 – Leaving Your Legacy
• Scholarship Packet
• Scholarship Flyer
• Stock Gift Brochure
• Scholarship Bulletin Insert
• Tips for Financial Stewardship Booklet

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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

February 2020                        February 2019

March 2020                             March 2019

April 2020                                April 2019 

May 2020                                 May 2019

June 2020                                June 2019

July 2020                                  July 2019 

August 2020                             August 2019

September 2020                      September 2019

October 2020                           October 2019

November 2020                       November 2019

December 2020                        December 2019