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.