Investment Management
Charitable Assets deserve great care in all respects. ECCF believes that best practices in the creation of new funds by individuals or organizations, granting of gifts from those funds, and management of those investments are all essential to effective philanthropy.
The Community Foundation’s expert staff and trustees work closely and sensitively with families, Trusts, and nonprofits to design each fund agreement. We then give careful attention to the safe custody and productivity of the growing pool of funds entrusted to us.
ECCF’s mission is emphasized in its investment policies. The continuing goal is to preserve and enhance the real value of those assets over time. The volatility of investment markets is clear to everyone these days, so ECCF and other prudent investors practice a balanced, steady, and vigilant approach to the care of assets. ECCF takes a long view of its responsibility to donors and the communities we serve together.
The assets entrusted to The Foundation are managed by accomplished investment professionals who live locally and practice globally. They are volunteers in service to their communities, some as Trustees of ECCF, some as members of its Investment Committee. In practice, investment performance and re-balancing are considered on a quarterly basis.
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