Resources
ELFEC Financial Statement
2016 Annual Report
2016 Financial Statements
Annual Report 2015
Financial Statement 2015
2014 Annual Report
2014 Financial Statements
2013 Annual Report
2013 Financial Statement
2012 Annual Report
2012 Financial Statements
2011 Annual Report
2011 Financial Statemetns
2010 Annual Report
2010 Finanical Statements
2009 Annual Report
2009 Financial Statements
2008 Annual report
2008 Financial Statements
Planned Giving
Distribution Agrement
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
Endowments
Gifts of Annuities
A Gift in Your Will
Investment
Responsible Investment Screening Criteria
Our defined screening criteria that are to be applied by the foundation’s investment managers
Security Transfer Form
Form to be used to transfer securities to ELFEC for a donation
Investing with ELFEC
ELFEC's Historical Returns
ELFEC Managed Partner Agreement
ELFEC Investment Policy
Our Investment Portfolio
Q2 Investment Portfolio
Endowment
Congreational Mission Endowment Funds
Template for congreational Mission Endowment Funds
Endowment Agreement Template
A sample endowment agreement
Endowment Fund Purposes
A list of purposes for which ELFEC hopes to establish funds
Miscellaneous
ELFEC Bylaws
Bylaws are ELFEC's operating manual.