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

• 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 Guide
• 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
• Stock Gift Flyer
• Tips for Financial Stewardship

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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.

1st Quarter 2023

4th Quarter 2022

3rd Quarter 2022 

2nd Quarter 2022 

 

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