Resources

Bringing Assets to Life

We are pleased to share these endowment and investment resources. Please also contact us directly if you would like to learn more.

  • Read our quarterly Endowment Managment newsletter, ECF Insights.
    • Access the third quarter 2021 edition here.
    • Access the first quarter 2022 edition here.
    • Access the second quarter 2022 edition here.
    • Access the third quarter 2022 edition here.
    • Access the fourth quarter 2022 edition here.
  • Sample endowment policies – Please email [email protected] for a copy of our sample endowment and investment policies including resolutions, an investment policy statement, and gift acceptance policies. We can help you consider how to adapt these policies for your church or organization or how to update or refine any existing policies.
  • Finance Resource Guide – This practical guide to church budgeting and financial communication includes basic endowment and investment information.
  • Leave a Mark: Legacy Society Events that Make an Impression – How do you create legacy society events that attract more donors/members? In this 30-minute webinar, learn how to create Legacy Society events that make a lasting impression. This webinar is perfect for Episcopal churches and organizations who either want to start a legacy society or who want to reinvigorate their current legacy society.
  • Marketing Your Endowment: Creating a Communications Strategy -- Learn how to create a promotion strategy to grow your church’s endowment.
Associate Program Director
[email protected]
(212) 870-2841