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 options
- 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 .19% – .51% 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.
donors & giving
get in touch
Stacey Landry
Vice President for Advancement and Philanthropic Services
(978) 777-8876 x122
s.landry@eccf.org
Jennifer Mayo
Director of Gift Planning and Advisor Relations
(978) 777-8876 x135
j.mayo@eccf.org