Stock Gift Information

Learn the benefits of gifting stock through the Foundation to your church.

Stock Gift FAQ

Use this form to make a gift of stock through the Foundation.

Stock Transfer Form 2021 update UMFWO

Full Endowment Packet for Churches

If your church is ready to fund an Endowment, these are the forms and information you’ll need.

Download Form

Marketing Guide for Church Endowments

Every church with an Endowment should have an Endowment Giving Program. Here’s what you need to know.

Making the Most of Your Endowment

Full Endowment Packet for Individuals/Families

Make a lasting legacy by creating and Endowment at the Foundation. Here are the forms you’ll need.

Individual Donor Endowment Fund Program Packet 2021

Donor Advised Fund Documents

Use the documents found below to start a new Donor Advised Fund with the United Methodist Foundation of West Ohio. Once completed send to Susan Black.

– Contact Susan Black at

Donor Advised Fund Policy

Download PDF

Donor Advised Fund Agreement

Download Form

Donor Advised Fund Grant Request

Download Form