1. 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

2. Supporting Investments
Raelyn Pracht

3. What Are Supporting Funds?
What is the Supporting Funds Report?
30th Annual Texas CEF Conference — March 2-4, 2018

4. 30th Annual Texas CEF Conference — March 2-4, 2018
First Church, Texas
30th Annual Texas CEF Conference — March 2-4, 2018

5. How Do I Calculate Investment Percentage?
Total Amount Invested for the Month x
Loan Balance for the Month
30th Annual Texas CEF Conference — March 2-4, 2018

6. Calculate the Investment Percentage for First Church, Texas
Example
Calculate the Investment Percentage for First Church, Texas
Total Amount Invested for the Month x
Loan Balance for the Month
$161, x = % $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

7. 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

8. 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

9. 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

10. 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

11. Thank You!