Sustaining the United Methodist Witness
 

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

Resources

Investments

Investment Brochure

First Quarter 2015 Investment Summary

Second Quarter 2015 Investment Summary

Third Quarter 2015 Investment Summary

Fourth Quarter 2015 Investment Summary

First Quarter 2016 Investment Summary

Second Quarter 2016 Investment Summary

Third Quarter 2016 Investment Summary

Fourth Quarter 2016 Investment Summary

First Quarter 2017 Investment Summary

Second Quarter 2017 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