Resources
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
Endowments
Gifts of Annuities
A Gift in Your Will
Investment
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
Endowment Agreement Template
A sample endowment agreement
Miscellaneous
ELFEC Bylaws
Bylaws are ELFEC's operating manual.