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Investments

At ECCF we take seriously and as a matter of character our responsibility to be good stewards of the community assets and donor funds entrusted to us. Since our creation in 1989 we have grown to include more than 400 charitable funds created by local and caring individuals, families, organizations, and corporations.

We are a business – a good one – run with the same discipline as any private enterprise. We answer to our donors and our nonprofit partners, and our goal is to maximize return on investment and transform our community through bold and proactive philanthropy.

During times of economic challenge, endowments like ours provide a measure of stability in the not-for-profit community. A prudent 16 trailing quarter spending policy, followed by our Board of Directors and reviewed annually by its Investment Committee tempers the effects of market swings on our ability to provide reliable funding to our community partners.

Following each quarterly meeting of the Investment Committee, a most recent Schedule of Asset and Style Allocation provided by ECCF’s Investment Advisors will be posted to this site.

 

Downloads:

Asset Allocation Table Composite Portfolio

 

To obtain a copy of your July 1 - December 31 Fund Statement, please call us 295.8761