Planned Giving Videos

Creating a Generosity Plan Webinar Recording

Join Lori Guenther Reesor, as she shares on how to create a generosity plan that reflects your values.

Video: Why Make a Planned Gift

Why people make planned gifts to the church.

Video: Making an Impact

How you can have an impact by making a donation to the church.

Video: Choosing your Gift

How to choose a gift to the church that is right for you.

Video: Learn More About Donor Advised Funds

Learn more about Donor Advised Funds

ELFEC Financial Statement

2020 Annual Report

2020 Financial Statements

2020 Audited Financial Statements

2019 Annual Report

2019 Financial Statements

2019 Audited Financial Statements

2018 Annual Report

2018 Financial Statements

2018 Audited Finanical Statements

2017 Annual Report

2017 Finanical Statements

2017 Audited Financial Statements

2016 Annual Report

2016 Financial Statements

Annual Report 2015

Financial Statement 2015

2014 Annual Report

2014 Financial Statements

2013 Annual Report

2013 Financial Statement

Planned Giving Articles

Distribution Agreement

A template for a distribution agreement as a option for gifts in your will.

Bequest clauses

Sample wording for leaving a gift in your will.

Are You Willing to Leave a Mess for Your Family?

Learn about the importance of having a will.

What we live for

Leaving a legacy

The Trust Solution

The benefit of leaving assets to a legal trust.

Myths and Models of Planned Giving

Learn about 4 models for Planned Gifts

The Limits of Planned Giving

Learn about the limits the tax system places on donations.

Life Insurance

Life insurance is a useful alternative to a will as a way of making a charitable gift.

Charitable Gifts & the Sixty-Cent Dollar

Learn about charitable donations and taxes.

Having Your Cake & Giving it too

A “gift of residual interest” is a method of giving away an asset while continuing to enjoy its use.

Gifting the RRIF

Making the church beneficiary of the Registered Retirement Investments

Gift of Stocks

Learn about the benefits to a donation of securities

Faith Preamble


Gifts of Annuities

A Gift in Your Will


Security Transfer Form

Form to be used to transfer securities to ELFEC for a donation

Faith Based Investing at ELFEC

Investing with ELFEC

ELFEC's Historical Returns

Portfolio Returns

ELFEC Partner Fund Agreement

ELFEC Investment Policy

Investment Policy

Our Investment Portfolio

Q3 2021 Investment Portfolio


Endowment Agreement Template

A sample endowment agreement


ELFEC Bylaws

Bylaws are ELFEC's operating manual.