As a donor or fund advisor, you are an essential part of ECCF's work to improve the quality of life in Essex County and beyond and we are honored to partner with you in your charitable giving.
The information below will help you manage your fund, and serve as a resource for your grantmaking. Please contact Julie Bishop, Vice President for Grants & Services at email@example.com, with any additional questions.
Managing Your Fund
Our goal is to make grantmaking from your fund hassle free. We are a small but responsive staff, and are here to help you with any questions you have about your fund or the grantmaking process.
To get started with your grantmaking, every fundholder has the option of establishing a password so they can make grant recommendations online, directly through ECCF's website. Grant recommendations by mail or fax are also accepted. See Grant Recommendation Form.
Passwords are used to protect the distribution from your fund. Kathy Moriconi, Grants Administrative Coordinator, will establish your password with you. Kathy can be reached at 978-777-8876 x25 or firstname.lastname@example.org.
Fundholders find it necessary at times to change advisors to their fund. All changes must be made in writing from the donor to ECCF, and sent to Julie Bishop, Vice President for Grants & Services, 175 Andover Street, Danvers, MA 01923.
Adding to your Fund
You or other donors may add to your fund at any time. ECCF accepts cash via check or wire, online donations or stock transfers. All gifts of $250 or more will receive a tax letter from ECCF. For donations under $250, the IRS accepts a cancelled check as proof of the donation.
Many ECCF fundholders actively fundraise for their cause, whether it is a tournament, auction or annual solicitation. We are happy to support your efforts. We do, however, require fundholders to notify ECCF four weeks in advance of an event. Please complete the Fundholder Fundraising Form (coming soon), listing the information needed to support your efforts. For donor advised funds, it is imperative that ECCF is fully informed of your fundraising plans before the beginning of our fiscal year, July 1, so ECCF can budget your expenses. Please contact Susan Perry, Controller, at email@example.com for assistance.
For a fund to receive tax credits for a calendar year, donations must arrive and be processed by ECCF no later than December 31. Please keep holidays in mind when planning your gift.
Your fund is a great mechanisim to continue supporting charitable causes beyond your lifetime. A fund can be included in a will or designated for memorial gifts in your honor. Your fund may also be listed as the beneficiary of a retirement fund. It can also be transferred to an endowed fund upon your death so that designated charities will continue to receive gifts in your name in perpetuity. See Ways to Give for more about planned giving.
Making Grant Recommendations
Grants from community foundation funds are restricted to charitable or educational nonprofit programs. Grants may be made to organizations throughout the United States and abroad. ECCF cannot approve grant recommendations to the following:
- Organizations that are not public charities
- Individuals, with the exception of scholarships or awards from Scholarship Funds
- Grants for lobbying or political campaigns
- Payments for a pledge
- Grants that provide a private benefit to the donor, such as a membership or payment for goods or services
ECCF fundholders are not required to make annual grant awards from their fund. When a donor wants to make a grant award, they must submit a Grant Recommendation Form. ECCF staff will ensure that the recommendation meets the donor's intent for the fund, and that the organization has nonprofit tax exempt status. Grant recommendations are then approved by ECCF's Board of Trustees. On average, the process takes about 10-12 business days from when the grant recommendation form is received to when the check is sent to the nonprofit. In the event that it becomes essential for a grant to be processed in less than 10 days, you will need to contact Kathy Moriconi at firstname.lastname@example.org.
ECCF receives many grant recommendations at the end of each calendar year. We ask that you submit grant recommedations no later than December 10 in order for us to complete the grant processing by year's end.
For scholarship funds, the Scholarship Selection Committee recommends scholarships. These recommendations are sent to ECCF using the Scholarship Recommendation Form, and are due by May 5 for awards going to high school seniors. The ECCF Board of Trustees approves all awards. ECCF prepares the award letter, which is typically presented to the student at their high school scholarship recipient award ceremony. Recipients are required to complete a short Scholarship Acceptence and Verification Form by July 1. As a safeguard, all scholarship checks are made out to both the student and the college, and mailed to the college's business office. Students endorse the check once they arrive on campus.
All grants are sent from ECCF with a letter from the Vice President for Grants & Services. The letter includes the name of the fund and the donor's name and address (if the donor wishes). The letter is accompanied by a Grant Acknowledgement and Acceptence of Terms Form which the nonprofit signs upon receipt of the grant. The donor advisor will receive an email confirming that the grant award has been sent.
You may wish to make some or all of your grants anonymously. Please indicate on your grant recommendation form if you prefer your name not appear on the grant award letter.
The Nonprofit Directory is a listing of all nonprofits and schools in Essex County, and is searchable by town and/or category. It can be of great value when searching for nonprofits to support in your area of interest.
ECCF compiles an annual list of recommended nonprofit organizations for consideration for our fundholders' annual giving. These nonprofits have previously received grants through one of the Foundation's competitive grantmaking programs, and a site visit and thorough review has been conducted by a grant committee member. The Annual Charitable Giving Guide highlights a variety of inspiring charitable work taking place in Essex County. It is compiled and distributed to our fundholders each November.