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  The Foundation serves local United Methodist churches and Conference agencies in their efforts to expand their programs and ministries through planned giving and endowment funds.
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Forms

Forms (Foundation & DevCo)

Forms

Foundation

Account Information Sheet
Account Statement Example
Authorized Signers
Donor Advised Fund Agreement
DAF Information Sheet
Electronic Funds Transfer (EFT)
Fax Form
Gifts of Publicly Traded Stock
Transaction Directive

Grant Forms

Our 2025-26 grants season has now closed. The deadline for submissions was October 31, 2025. Decisions will be announced in January 2026.

Grant Application Guidelines and Instructions

Development Company

Authorized Signers
Beneficiary Designation Form
EFT Form
Fax Cover
Individual Investment Application
IRA Application
Organizational Investment Application
Transaction Directive for Individual
Transaction Directive for Church/Organization

Loan Forms

Application Church Information
Construction Loan Draw Request
DS and Pastor Loan Consent
Interim Affidavit and Agreement
Loan Extension Request
Partial Lien Waiver
Final Lien Waiver
Final Affidavit