Resources

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.
  • Access the first quarter 2023 edition here.
  • Access the second quarter 2023 edition here.
  • Access the third quarter 2023 edition here.
  • Access the fourth quarter 2023 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 or reinvigorate your Legacy Society events so that make a lasting impression.
• Marketing Your Endowment: Creating a Communications Strategy -- Learn how to create a promotion strategy to grow your church’s endowment.
• Giving Strategies for Success -- Learn key strategies to create a successful endowment campaign from experienced ECF development professionals, Yvonne Lembo and Anne Richardson. In this 30-minute video, we’ll explore opportunities to increase your church or organization’s endowment giving.
• The Truth About Endowment Spending -- In this 30-minute replay, ECF’s endowment management experts answer critical questions to help you make informed decisions about your endowment spending whether you are creating or updating your spending policy.
• Year-End Giving Tools and Tactics -- Learn tips, tactics, and turnkey tools in this video to mount a successful push for year-end gifts. Make an impact on your mission and ministry!
• How To Have Meetings That Matter – Are your endowment and finance committee meetings as impactful as they could be? In this webinar, ECF’s endowment experts share the essential components of successful endowment and investment committee meetings, and you’ll learn how to keep members engaged, active, and focused on the purpose of your endowment.