Forms

FOUNDATION
Account Withdrawal Request Template

Authorized Signatories Template

PLANNED GIVING INFO

Planned Giving Guide

Gifts of Publicly Traded Securities

CGA Application

Donor Advised Fund Info Sheet

Sample DAF Agreement 2025

Endowment Charter Document – Sample

Securities Transfer Instructions

GRANTS/SCHOLARSHIPS

Seminary Scholarship Application

General Scholarship Application

Long Journey Scholarship Application

Organization Grant Application

Clergy Personal Grant Application

MISCELLANEOUS

2025 Wespath Sustainable Investment Report

2024 DSUMF Report to Annual Conference

Securities Transfer Instructions 

DSUMF Donation Pledge Form

Together, we can work towards securing the future through responsible stewardship and excellent service marked by grace.

Email: agreen@dsumf.org

Call Anytime: 602-798-8202