Leading Change. Transforming Communities.

Plan

Plan

ECCF invites professional advisors to partner with us to offer your clients a number of options to make their charitable giving easy and rewarding, while supporting their financial planning goals.  ECCF willl provide a deep understanding of local needs and the nonprofit community to help donors with their grant making.  

We can help your clients:

  • Establish a fund.
    ECCF manages over 150 charitable funds, providing expert investment management and guidance. Each fund is customized to suit your client's charitable intent. ECCF Funds support thousands of nonprofit programs and students in Essex County, as well as nationally and internationally.  We are able to accept a wide range of gifts including closely held stock and real estate. ECCF offers personalized service from expert staff with in-depth knowledge about local nonprofits, issues and causes.  Our fund holders also free from administrative duties of their charitable giving, and coming soon, will have 24/7 online access to their fund though Donor Central.  Learn more about setting up a fund.
  • Move their private foundation to ECCF.
    Donor advised funds are one of the more widely used family philanthropy vehicles in America, outnumbering private foundations 2 to 1. Moving from a private or family foundation to a donor advised fund at ECCF allows your clients to continue their philanthropic giving, free from the administrative burdens, payout requirements and exposure that comes with having a private or family foundation.
  • Contribute to existing funds that match their charitable interests.

    ECCF manages a number of collaborative funds and programs that welcome support to further their impact in the community. To give to any of these initiatives, click on the donate online button and select the fund from the drop down list provided.

Giving through any of the above vehicles creates a positive impact in the community and ensures that the donor receives maximum tax advantages. At any step along the way, we are here to help you and your clients in deciding the most effective approach for them.

To learn more, please contact Dave Edwards, President & CEO at 978 777-8876 x26 or d.edwards@eccf.org.

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