ELCA Foundation

You have the desire and passion to change the world but where do you start? The ELCA Foundation has a variety of resources to assist individuals and congregations with their gift planning education and endowment needs. Together with your regional gift planner, we can help you with a charitable giving plan that will have lasting impact. Review these resources and call us at 800-638-3522. Together, we achieve things on a scale and scope that we could never do otherwise.



The ELCA Foundation has gift planning tools for every situation. All of our services and tools are available to individuals and congregations without obligation.

A Family's Plan through the ELCA Foundation

Short Version

A Family's Plan through the ELCA Foundation

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A Family's Plan through the ELCA Foundation

Full length video

A Family's Plan through the ELCA Foundation

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CFRE Continuing Education Points Tracker

CFRE Continuing Education Points Tracker

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Disclosure Statement

Confidential Disclosure Statement of the ELCA Endowment Fund Pooled Trust Jan. 2021

Disclosure Statement

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Distribution Agreement

The Agreement is intended as an expression of our thanksgiving and stewardship with the hope that the ministries of Jesus Christ will be strengthened and extended in the life of this church.

Distribution Agreement

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Gifts Through a Donor-Directed Distribution Agreement

This resource offers an overview of donor-directed distribution agreements and how they may benefit you as a part of your gift plan.

Gifts Through a Donor-Directed Distribution Agreement

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Getting Started on Your Gift Plan

This resource offers information about the assets you can use to get started on your gift plan.

Getting Started on Your Gift Plan

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Gift Comparison Chart

Compare chartiable giving options to choose the one that's right for you and your family.

Gift Comparison Chart

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Gifts of Marketable Securities

Gifts of Marketable Securities

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Gifts of Real Estate

Short Version

Gifts of Real Estate

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Gifts Through a Charitable Remainder Trust

This resource offers an overview of a charitable remainder trust and how a trust may benefit you as a part of your estate plan.

Gifts Through a Charitable Remainder Trust

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Gifts Through a Charitable Gift Annuity

This resource offers an overview of charitable gift annuities and how they may benefit you as a part of your gift plan.

Gifts Through a Charitable Gift Annuity

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Gifts Through a Donor Advised Fund

This resource offers an overview of a donor advised fund and how they may benefit you as a part of your gift plan.

Gifts Through a Donor Advised Fund

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Gifts of Grain and Marketable Commodities

This resource offers an overview of gifts of grain and marketable commodities and how they may benefit you as a part of your gift plan.

Gifts of Grain and Marketable Commodities

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Gifts Through Life Insurance

This resource offers an overview of a gift from a life insurance policy and how that may benefit you as a part of your gift plan.

Gifts Through Life Insurance

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Gifts Through a Named Endowment Fund

This resource offers an overview of named endowment funds and how that may benefit you as a part of your gift plan.

Gifts Through a Named Endowment Fund

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Gifts Through Retirement Plans

This resource offers an overview of a gift from your retirement plan and how that may benefit you as a part of your gift plan.

Gifts Through Retirement Plans

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Growing in Faith, Growing in Giving: Services Overview Brochure

This resource is an overview of individual gift planning options and expertise for congregations looking for endowment and gift planning education.

Growing in Faith, Growing in Giving: Services Overview Brochure

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Important Notes About My Estate

This guide for your family is designed to help you capture the details of your estate plan assets, funeral plans and location of important documents.


Important Notes About My Estate

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Will and Trust Workbook

This guide is designed to be a planning resource as you prepare to meet with your legal advisor and to help you plan for the distribution of assets.

Will and Trust Workbook

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The Ministry Growth Fund, (formerly known as Endowment Fund “A” of the ELCA Endowment Fund Pooled Trust) was established to allow for the collective long-term investment of funds belonging to the ELCA, its congregations, synods, seminaries and other eligible affiliated entities. For older reports not shown here, please contact elcafoundation@elca.org.

February 2024

February 2024

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January 2024

January 2024

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December 2023

December 2023

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November 2023

November 2023

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October 2023

October 2023

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September 2023

September 2023

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August 2023

August 2023

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July 2023

July 2023

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June 2023

June 2023

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May 2023

May 2023

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April 2023

April 2023

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March 2023

March 2023

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February 2023

February 2023

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January 2023

January 2023

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December 2022

December 2022

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November 2022

November 2022

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October 2022

October 2022

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September 2022

September 2022

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August 2022

August 2022

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July 2022

July 2022

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June 2022

June 2022

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May 2022

May 2022

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April 2022

April 2022

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March 2022

March 2022

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The Ministry Growth Fund (formerly known as Endowment Fund “A” of the ELCA Endowment Fund Pooled Trust) was established to allow for the collective long-term investment of funds belonging to the Evangelical Lutheran Church in America (ELCA), its congregations, synods, seminaries and other eligible affiliated entities. For assistance, please contact us at elcafoundation@elca.org or call 800-638-3522.

FORM A: Participant Application

 

FORM A: Participant Application

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Form B: Check Deposit

Form B allows participants to make additions to principal.

Form B: Check Deposit

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Form C: Change in Authorization

Form C allows participants to make a change in authorization.

Form C: Change in Authorization

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Form D: Change in Distribution Election

Form D allows participants to make a change in distribution election.

Form D: Change in Distribution Election

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Form E: Withdrawal

Form E allows participants to make a withdrawal.

Form E: Withdrawal

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Disclosure Statement

Disclosure Statement

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Mission endowment fund guidance and investment options are available to ELCA congregations, organizations and affiliated ministries. Our resources can help you be thoughtful stewards of bequests and planned gifts.

Ministry Growth Fund Brochure

This brochure offers an overview of the Ministry Growth Fund, (formerly known as Endowment Fund “A” of the ELCA Endowment Fund Pooled Trust) a fund designed for ELCA congregations and organizations.

Ministry Growth Fund Brochure

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How to Create a Mission Endowment Fund

This resource provides a systematic approach to establishing a mission endowment fund and can be used by congregation committees looking for guidance.

How to Create a Mission Endowment Fund

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