Investment Policy Giving
At ECF, we take great care to steward the gifts entrusted to us. Every donation is invested with two goals in mind: to provide stable support for our community today and to protect the value of those funds for generations to come.
Our investment policies guide how we balance growth, stability, and risk. They also outline the structures we use to make decisions, the standards we expect from our investment managers, and the ways we align our investments with our mission.
Asset Management Plan
ECF’s Asset Management Plan provides the overall framework for how we govern and oversee our investments. It defines the roles and responsibilities of our Board, Investment Committee, staff, and external managers, and sets out the processes we follow to ensure accountability, transparency, and responsible investing. The plan brings together our policies into one coordinated approach to protect donor legacies and support our community in perpetuity.
Capital Market Investment Policy and Guidelines
ECF’s Capital Market Investment Policy sets out how we manage the majority of our endowment in traditional markets like equities, bonds, and real assets. The policy explains our investment objectives, beliefs, and risk controls, and outlines how we diversify to protect funds across generations. It also details how we monitor investment managers and measure performance to ensure prudent, long-term growth that supports stable granting.
ECF’s Shariah-Compliant Investment Policy
ECF’s Shariah-Compliant Investment Policy outlines how we manage a dedicated portfolio for donors who wish their endowments to follow Islamic investment principles. The policy sets clear objectives, explains the criteria for Shariah compliance, and details how we balance equities, sukuks (Shariah-compliant fixed income), real estate, and other permitted assets. It also describes how we monitor managers and obtain annual certification to ensure ongoing compliance