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 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
- 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.
3rd Quarter 2020 – mailed October 2020
4th Quarter 2020 – mailed January 2021
1st Quarter 2021 – mailed April 2021
2nd Quarter 2021 – mailed July 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!
