Forms
- Preliminary Form
- Development Fund Mortgage Loan Application
- Development Fund Mortgage Loan Application Instructions & Guidelines
- Development Fund Deposit Account Form – Churches
- Development Fund Deposit Account Form – Individuals
- Scholarship Application – Ministerial
- Scholarship Application – Lay
- Charitable Gift Annuity Application
- Securities Transfer Form or Digital Securities Transfer Form
Information
- AWF Foundation Services: A Ministry of Generosity
- Fast Facts: Getting to Know the UM Foundation (coming soon)
- Fast Facts: Ways to Give
- Investment Brochure
- Gift Acceptance Policy
- Investment Policy Statement
- Planned Giving Presentation
- Development Fund Historical Rates
- Development Fund Deposit Accounts
Brochures and Resources
- Ministerial and Lay Scholarships
- Ways to Give: Explore Your Giving Options
- Short-term and Long-term Investment Options
- Giving Through Stocks and Bonds
- Charitable Gift Annuity Brochure
- Wills and Estate Planning brochure (coming soon)
- Wills: Having a Plan resource
- Estate Planning: Gift Planning Through Your Estate
- Estate Planning Checklist
- Planned Giving and Endowments: Equipping Churches for the Future (coming soon)
- Foundation Services brochure (coming soon)
- A Guide to Creating a Cemetery Association
- Giving Through a Donor Advised Fund
- Giving Through a Retirement Account (IRA QCD)
Newsletters (view all Foundation newsletters)
- Spring 2023 Newsletter
- Summer/Fall 2022 Newsletter and 2021 Annual Report
- Spring 2022 Newsletter
- Winter 2022 Newsletter
- Summer/Fall 2021 Newsletter & 2020 Annual Report
- Spring 2021 Newsletter
- Winter 2021 Newsletter
- Fall 2020 Newsletter
- Summer 2020 Newsletter & 2019 Annual Report
- Spring 2020 Newsletter
- Winter 2020 Newsletter
- Summer 2019 Newsletter & 2018 Annual Report
- Spring 2019 Newsletter
- Winter 2019 Newsletter
- Fall 2018 Newsletter
- Summer 2018 Newsletter & 2017 Annual Report
- Spring 2018 Newsletter
- Winter 2018 Newsletter
- Fall 2017 Newsletter
- Summer 2017 Newsletter
- Spring 2017 Newsletter
- Spring 2016 Newsletter (updated version coming soon)
- Winter 2016 Newsletter (updated version coming soon)
- Fall 2015 Newsletter (updated version coming soon)
*Please feel free to download, print, and distribute Foundation resources (without altering them in any way) that will help your United Methodist church or ministry.
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