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
- 2019 Quarterly Report – 2nd Quarter
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 [email protected] and we can create something for you or your organization.
- BFT Loan Booklet
- BFT Certificates Brochure
- Clergy Tribute Booklet
- Endowment Brochure
- Endowment Guide
- Fund Information and Deadlines for Applications Flyer
- HELP Loan Program Booklet
- IRA Charitable Rollover Gift Brochure
- IUMF Planned Giving Marketing Kit
- Foundation Services for Individuals Brochure
- Planned Giving Brochure – Leaving Your Legacy
- Tips for Financial Stewardship Booklet
- 2019-2020 Scholarship Packet
- 2019-2020 Scholarship Bulletin Insert
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!
2019 2018
