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

---

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 Flyer
• Endowment Brochure
• Endowment Guide
• Foundation Services Guide – Booklet
• Foundation Services Guide – Flyer
• 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

---

Quarterly Report

Below are links to the most recent year’s quarterly reports. These get mailed along with account statements each quarter.

1st Quarter 2025

4th Quarter 2024

3rd Quarter 2024

2nd Quarter 2024

Monthly e-Newsletter

Below are some of our previous newsletters. 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!

2025	2024	2023
January 2025	January 2024	January 2023
February 2025	February 2024	February 2023
March 2025	March 2024	March 2023
April 2025	April 2024	April 2023
May 2025	May 2024	May 2023
June 2025	June 2024	June 2023
July 2025	July 2024	July 2023
August 2025	August 2024	August 2023
September 2025	September 2024	September 2023
October 2025	October 2024	October 2023
November 2025	November 2024	November 2023
December 2025	December 2024	December 2023