THE IOWA PREPAID FUNERAL TRUST


Preplanning built on trust for the families you serve.

About the IPFT

For over 35 years, the Iowa Prepaid Funeral Trust has been and continues to be dedicated to the investment of family funds, providing an opportunity for growth that helps keep pace with the rising costs of professional funeral services. This approach alleviates the financial burden on your firm by narrowing the gap between historical allocations and current service expenses. With every dollar professionally managed and strictly state-regulated, we offer families a reliable strategy for preplanning while serving as a dependable partner to your firm, allowing you to remain fully focused on providing exceptional care to the families you serve. 


The Iowa Prepaid Funeral Trust is administered by Funeral Services of Iowa, Inc. (FSI), which is a wholly-owned subsidiary of the Iowa Funeral Directors Association.

*Trust funds are invested and returns are not guaranteed. Growth in the account depends on investment and market performance.

*Fiduciary Partners: Funeral Services of Iowa (Administrator)), UMB Bank (Trustee), Axys Group (Recordkeeper) Benda & Co. (Advisor)


Why Choose IPFT?

The Iowa Prepaid Funeral Trust is designed by funeral professionals, for funeral professionals.


It is more than a funding tool.


It is a complete solution that helps you serve families with confidence while building a stronger, more secure business.


PLEASE CONTACT IFDA WITH ANY QUESTIONS OR INQUIRIES ON THE IOWA PREPAID FUNERAL TRUST

Blue UMB logo with an underline on a white background

UMB

Trustee

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AXYS

Recordkeeper

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Benda & Co

Investment Advisor

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FSI

Program Administrator

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Everything You Need. All In One Place.

EASY-TO-USE PORTAL

  • Real-time account access to balances, monthly statements, and year-end reports.


  • Ability to do withdrawal requests and add funds to an existing account.

E-CONTRACTS & E-SIGNATURES

  • Streamlined and convenient for you and your families.

FLEXIBLE OPTIONS

  • ACH fulfillment payments, and no insurance license required.

FIDUCIARY RESPONSIBILITIES

  • Administrator
  • Trustee
  • Invest Advisor
  • Record Keeper

ACH DEPOSITS AND CHECKS ACCEPTED

  • Simple, secure ways to fund IPFT accounts.

YOUR CUSTOMER ADVANTAGE

  • Start a fund with as little as $100.
  • ACH deposits and checks accepted.
  • No K1 Filings.


Preneed Contracts & Forms

Why Trust the IPFT?

SECURE AND COMPLIANT

  • Funds are held in trust in Iowa separate from the funeral home and fully compliant with Iowa Code 523A.


STRONG, CONSISTENT PERFORMANCE

  • Professionally managed for long term growth and stability, helping you to minimize shortfalls.


SUPPORTING YOUR BUSINESS

  • The IPFT has been supporting Iowa Funeral Homes since 1992 giving you a secure alternative to insurance and bank funding.


A PARTNERSHIP YOU CAN COUNT ON

  • Local. Responsive. Committed to the future of Iowa funeral service. 

Stronger Together

BUILDING THE FUTURE OF FUNERAL SERVICE

IPFT is a program of the Iowa Funeral Directors Association creating value for members, strengthening our profession, and ensuring Iowa families are always our focus.


IOWA OWNED.


IOWA FOCUSED.


BUILT FOR YOU.


Interested in learning more information about the IPFT?