elevate your giving

investment management

ECCF offers multiple investment strategies to support each donor’s unique goals, values, risk tolerance and time-frame for granting funds. We seek the best possible returns to maximize the charitable dollars available to make a difference in the community, now and into the future.

Our investment pools are managed by an expert Investment Committee which reviews the performance on a quarterly basis and adjusts, as needed, under the guiding principles of our investment policy.

investment fees
  • Investment fees are made up of third-party investment management fees and vary depending on the investment portfolio you choose for your fund. Total investment fees range from .15% – .49% and we report all investment returns net of fees. Learn more about Investment Options and Foundation Fees.

investment options and performance reports

general fund

Designed to maximize long-term returns at a low cost, this investment option is chosen by the majority of fundholders as it is designed.

View the Latest Performance Report

 

esg fund

Designed for those who prefer their investments screened for environmental, social, and governance criteria while producing solid returns now and into the future.

View the Latest Performance Report

 

money market

Designed for funds that are generally short term in nature and are focused on the investment of capital with minimal risk.

 

advisor managed fund

Donors establishing funds of $100,000 or more may recommend their preferred investment advisor to manage their assets.

Learn more about Advisor Managed Funds.

donors & giving

get in touch

Stacey Landry headshot

Stacey Landry

Vice President for Advancement and Philanthropic Services
(978) 777-8876 x122
s.landry@eccf.org

Stacey Landry headshot

Jennifer Mayo

Director of Gift Planning and Advisor Relations
(978) 777-8876 x135
j.mayo@eccf.org

how can we help?

We would love to hear from you.  

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GET IN TOUCH

  1. 175 Andover Street, Suite 101
    Danvers, Massachusetts 01923