Planned Giving
Click here for more information on estate and planned giving.
Online Giving
Convenient and secure online giving.
Account Statements
View your account statement online.
Real Estate For Sale
View the listing of current real estate for sale.

Foundation News

Petree Applications Available
Applications are now available for Petree Grants. more...
Clergy Endowment Fund Grant Application Available
You may now download instructions on how to apply for a grant from the Foundation's Clergy Endowment Fund.  more...
Online Giving
We are now offering secure online giving for you to make contributions from a debit or credit card. more...
One Fund Changing Lives Video
Jerry and Nancy Cotton established the Jennifer Cotton Memorial Endowment Fund in memory of their daughter more...


Forms

2007 Endowment Agreement for Churches and Individuals
Microsoft Word Document
Investment Agreement for Churches
For a managed fund where corpus may or may not be invaded

Investment Agreement for Agencies
For a managed fund where corpus may or may not be invaded.
Stock Power
To transfer a stock certificate to the Foundation.
Security Release for Certificates
A security release is needed to transfer stock to the Foundation.
One Life Charitable Remainder Unitrust Sample Document
A sample unitrust document for you to review with your legal counsel.
Broker DTC Transfer Form
To transfer broker-held stock to the Foundation's brokerage account, recently updated with new account number and information (1/20/2010)
Online Statement Request Form
Submit this form to receive your account statements on-line.
Petree Grant Application
Applications may be submitted to the Foundation in between June 1 and September 15, 2010.
Microsoft Word Document
Gift Acceptance Policy
Microsoft Word Document, updated July 2010
Woodworth Grant Application
Annual Conference Agencies and Districts
Microsoft Excel File
Woodworth Grant Application
Local Churches
Microsoft Excel Document
Woodworth Grant Application
Other
Microsoft Excel Document
 

The Oklahoma United Methodist Foundation
4201 Classen Boulevard
Oklahoma City, OK 73118
Local: 405-525-6863
Toll Free: 1-800-259-6863

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