Iowa United Methodist Foundation - Resources | Iowa United Methodist Foundation
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 Guide
- HELP Loan Program Booklet
- IRA Charitable Rollover Gift Brochure
- IUMF Planned Giving Marketing Kit
- Planned Giving Brochure
- Stock Gift Brochure
- Stock Gift Flyer
- Tips for Financial Stewardship
Quarterly Report
Below are links to the most recent year’s quarterly reports. These get mailed along with account statements each quarter.
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!
2023 | 2022 | 2021 |
January 2023 | January 2022 | January 2021 |
February 2023 | February 2022 | February 2021 |
March 2023 | March 2022 | March 2021 |
April 2023 | April 2022 | April 2021 |
May 2023 | May 2022 | May 2021 |
June 2023 | June 2022 | June 2021 |
July 2023 | July 2022 | July 2021 |
August 2023 | August 2022 | August 2021 |
September 2023 | September 2022 | September 2021 |
October 2023 | October 2022 | October 2021 |
November 2023 | November 2022 | November 2021 |
December 2023 | December 2022 | December 2021 |