You are invited to take part in this unique program offered by IUMF! We have partnered with Thompson & Associates to offer private, complimentary sessions with their Executive VP and estate planning expert Johni Hays. If you take part in Our Gift to You, you can meet with Johni once or as many times as it takes to answer your questions and get the will and estate planning assistance you need. Visit our website to learn more or call us at 515-974-8927 to set up your first meeting!
Other good news:
4th Quarter Performance Report now available: All account holders should review their statements each quarter, as well as the market commentary in our Quarterly Report.
We are happy to meet with you to review your church's investments and goals!
Did you know? You can donate shares of stock to your church! One option for giving to your church is to donate stocks or bonds - and IUMF can help you do it. We save your church the hassle of setting up a brokerage account AND we don't collect commission - so your church receives the maximum benefit from your generous donation! Learn more and download the donation form on our website.
Want to receive your statements electronically? Just fill out and return this form and we'll get you signed up!