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Home [ Resources [ Forms & Docs
  • Articles
  • Forms & Docs
  • Investment Funds
  • Planned Giving
  • Promo Materials
  • Scholarships & Grants

Gift Acceptance Policy

Describes the types of gifts that can be accepted and the manner in which they can be accepted

Download Here

One Life Charitable Remainder Unitrust Sample Document

A sample unitrust document for you to review with your legal counsel

Download Here

Online Statement Request Form

Approved users can complete this form for easy access to current statements of church or agency accounts held at the Foundation as soon as they are available as well as have access to 12 months of historical records. Users receive e-mail notification when statements are ready.

Download Here

Security Release for Certificates

A security release is needed to transfer a stock to the Foundation

Download Here

Stock Power

To transfer a stock certificate to the Foundation

Download Here

Stock Transfer Form

Instructions to Broker to transfer stock via DTC

Download Here

About Us

  • Foundation Updates
  • Office Info
  • Staff
  • Trustees

Resources

  • Articles
  • Investment Funds
  • Forms & Docs
  • Planned Giving
  • Promo Materials
  • Scholarships & Grants

Services

  • Account Statements
  • ARISE
  • Ministry Spotlight
  • Give Online Via SecureGiveā„¢

Contact Info

4201 N CLASSEN BLVD OKC, OKLAHOMA 73118 800-259-6863 (toll-free) 405-525-6863 (local)
© The Oklahoma United Methodist Foundation