30th Annual Texas CEF Conference — March 2-4, 2018 Supporting Investments Raelyn Pracht Workbook Page 21 30th Annual Texas CEF Conference — March 2-4, 2018
Supporting Investments Raelyn Pracht
What Are Supporting Funds? What is the Supporting Funds Report? 30th Annual Texas CEF Conference — March 2-4, 2018
30th Annual Texas CEF Conference — March 2-4, 2018 First Church, Texas 30th Annual Texas CEF Conference — March 2-4, 2018
How Do I Calculate Investment Percentage? Total Amount Invested for the Month x 100 Loan Balance for the Month 30th Annual Texas CEF Conference — March 2-4, 2018
Calculate the Investment Percentage for First Church, Texas Example Calculate the Investment Percentage for First Church, Texas Total Amount Invested for the Month x 100 Loan Balance for the Month $161,948 x 100 = 123% $131,618 You can use this to find the annual rebate percentage. First Church, Texas: 1.00% 30th Annual Texas CEF Conference — March 2-4, 2018
30th Annual Texas CEF Conference — March 2-4, 2018 How do I calculate how much more in investments is needed to get to the next rebate level? (Loan Balance x Next Supporting Investments Level) – current total invested 30th Annual Texas CEF Conference — March 2-4, 2018
30th Annual Texas CEF Conference — March 2-4, 2018 Example Calculating how much more in investments is needed to get to the next rebate level for First Church, Texas (Loan Balance x Next Supporting Investments Level) – current total invested ($131,618 x 1.50**) - $161,948 = $35,479 **the 1.50 come from converting the next supporting investments level to a decimal 30th Annual Texas CEF Conference — March 2-4, 2018
Incentive Rebate Plan Supporting Investments Level Annual Rebate from Texas CEF Annual Rebate on a $1 million Loan 500% + 2.00% $20,000 300% 1.75% $17,500 200% 1.50% $15,000 150% 1.25% $12,500 100% 1.00% $10,000 75% 0.75% $7,500 50% 0.50% $5,000 25% 0.25% $2,500 10% 0.10% $1,000 30th Annual Texas CEF Conference — March 2-4, 2018
Other Uses for Supporting Funds Report Promoting Investments Planning for a Rebate Check Understand Fluctuations (ie. Reformation Note) 30th Annual Texas CEF Conference — March 2-4, 2018
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