Forms
IRA Charitable Rollover Forms
SAMPLE IRA Distribution Cover Letter
SAMPLE IRA Rollver Information
SAMPLE Church IRA Gift Acknowledgement Letter
IRA Charitable Rollover Flyer
Investment Forms
Account Investment Application and Agreement
Update Account Investment Application
Authorization Agreement for Automatic Deposits ACH Transfer
Account Withdrawal Request Form
Certificate of Participation Forms
Certificate of Participation Flyer
Offering Circular
Application for Individual(s)
Application for Churches, Unincorporated Organizations and Legal Entities
Application for Trust
Certificate of Participation Postcard 1
Certificate of Participation Postcard 2
Certificate of Participation Postcard 3
Certificate of Participation Postcard 4
Certificate of Participation Postcard 5
Stock Transfer Form
Stock Gift Transfer Form and Instructions
Charitable Gift Annuity
Charitable Gift Annuity Application Form
Qualified Charitable Distribution
Qualified Charitable Distribution
Resources
Investments
Second Quarter 2019 Investment Summary
First Quarter 2019 Investment Summary
Fourth Quarter 2018 Investment Summary
Third Quarter 2018 Investment Summary
Second Quarter 2018 Investment Summary
First Quarter 2018 Investment Summary
Fourth Quarter 2017 Investment Summary
Third Quarter 2017 Investment Summary
Second Quarter 2017 Investment Summary
First Quarter 2017 Investment Summary
Fourth Quarter 2016 Investment Summary
Endowments
Sample Endowment for Church
Legacy Giving Program Guide
Estate Planning
Estate Planning for Young Adults
Estate Planning Seminars
Gift Planning Services
Planning Your Legacy: A Christian Guide to Planning Your Will and Trust
Stewardship
Stewardship Brochure
Stewardship Postcard
General Information
Kansas Area United Methodist Foundation Brochure