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

• 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
• 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
• Stock Gift Brochure
• Tips for Financial Stewardship Booklet

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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

• Summary page 1st Quarter

2nd Quarter 2020 – mailed July 2020

• Summary page 2nd Quarter

3rd Quarter 2020 – mailed October 2020

• Summary page 3rd Quarter

4th Quarter 2020 – mailed January 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!

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