for fundholders

ECCF funds

As a donor or a fund advisor, 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.

 

managing your fund

Our goal is to make grantmaking from your fund hassle-free. We are a small but responsive staff, and we are here to help you with any questions you have about your fund or the grantmaking process.

DonorCentral

DonorCentral is an online portal to your Fund’s information. It provides access to fund balances, quarterly statements, grantmaking history as well as forms to recommend a grant from your Fund.

Each Fund at ECCF is provided a DonorCentral login. Please contact us if you would like to have an account set up. If you already have a login, access DonorCentral.

advisor changes

Fundholders find it necessary at times to change advisors to their fund.  All changes must be made in writing from the donor to ECCF.

adding to your fund

You or other donors may add to your fund at any time. ECCF accepts donations via check, stock or wire and online donations. 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.

donation page

Fund holders are invited to have a donation page created specifically for their fund at no charge. To set up a page, please email Nicole Demars at n.demars@eccf.org

fundraising

We are happy to accept donations of the proceeds of fundraising events. However, donors will not receive tax benefits unless donations are made directly to the fund.  For Field of Interest Funds only, contact an ECCF staff member to see fundraising guidelines on allowable expenses.

stock transfer

Gifts of stock and other securities have many advantages. Find transfer instructions here.

end of the year giving

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.

estate plans

Your fund is a great mechanism 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 or transferred to an endowed fund upon your death so that designated charities will continue to receive gifts in your name in perpetuity.

To learn more, contact Stacey Landry, Director of Gift Planning and Advisor Relation,s at (978) 777-8876 x122 or s.landry@eccf.org.

making grant recommendations

eligibility

Grants from community foundation funds are restricted to charitable or educational nonprofit programs. 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's grant procedures

ECCF donors can easily make grants any time directly through their DonorCentral portal.

Donors who are not yet set up with a DonorCentral account can submit their recommendations through the 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 Joan Henkels at j.henkels@eccf.org.

ECCF receives many grant recommendations at the end of each calendar year. We ask that you submit grant recommendations 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 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 Acceptance and Verification Form by June 30.

notification

All grants are sent from ECCF with a letter from the Vice President for Grants, Nonprofit & Donor 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 Acceptance of Terms Form which the nonprofit signs and returns upon receipt of the grant.

anonymity

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.

grantmaking resources

nonprofit directory

ECCF is pleased to help donors elevate their giving and connect with causes they care about by providing access to this nonprofit directory. And of course, ECCF staff members are always just a phone call away should a fundholder need guidance or direction in identifying and connecting with nonprofits.

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ACCESS YOUR FUND

Recommend a grant, see your fund balance, quarterly statement, grant making history and more.

donors & giving

get in touch

Carol Lavoie Schuster headshot

Carol Lavoie Schuster

Vice President for Grants and Services
(978) 777-8876 x133
c.lavoieschuster@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