Leading Change. Transforming Communities.

Investment Management

Rolling Ridge Retreat and Conference Center holds an Agency Fund at ECCF with socially responsible investing.
Investment Management

Charitable assets deserve great care. ECCF's belief is that to have effective philanthropy, it is essential to have best practices in the creation of new funds by individuals or organizations, to have granting of gifts from those funds, and to have successful management of those investments.

The Community Foundation’s expert staff and Trustees work closely and sensitively with families, trusts and nonprofits to craft each fund agreement to meet the specific needs of the donor. We then give careful attention to the safe custody and management of the pool of funds entrusted in our care.

ECCF’s mission is emphasized in its investment policies. The goal is to preserve and enhance the real value of assets over time. The volatility of investment markets is clear to everyone in this unpredictable market.  With that in mind, ECCF and other prudent investors practice a balanced, steady and vigilant approach to the care of assets. ECCF takes an extensive view of its responsibility to donors and the communities we serve together.

The assets entrusted to the Foundation are managed by accomplished investment professionals who live locally and practice globally. They are volunteers servicing their communities as Trustees of ECCF, and as non-trustee members of the Investment Committee.