in Vital Posts and filtered by Change, Finance, Gathering of Leaders + 11 other(s)
By Aline Sun
Tactical asset allocation (TAA) is an active investment strategy that involves making short-term changes to a portfolios asset allocation in response to market conditions. The goal of TAA is to add to portfolio returns by taking advantage of market trends or economic opportunities or to steer away from higher risk.
By Josh Anderson
In Investing in the Future, Josh Anderson, Associate Program Director, ECF Endowment Management, outlines five things prospective donors want to know about your endowment.
By Carsten Sierck
In our latest blog, Carsten W. Sierck, Director of Endowment Management at ECF, reviews fiduciary responsibilities and explains how to carry them out at a church.
By Juliette Acker
Success doesn’t just happen; we must plan for it. Many churches have an endowment fund, but not all have the markers of success. It’s important to continually assess your endowment strategy especially if an endowment lacks organization, if it is not growing with new gifts, or if many church members are unaware of the endowment’s existence or purpose.
By Lisa G. Fischbeck
In our latest blog, the Rev. Lisa G. Fischbeck discusses the idea of churches stepping up to address social issues previously handled by government or non-profit organizations, specifically housing.
By Juliette Acker
The importance of legacy is firmly rooted in the minds and hearts of the parishioners of All Saints Episcopal Church in Tarpon Springs, FL.
By Carsten Sierck
Endowment giving requires a special kind of trust. Donors who care will give when they are moved by your mission, understand your plans, and trust you.
By Josh Anderson
Like many of us, ECF Associate Program Director Josh Anderson has trouble with winter. But where there is challenge, there is also opportunity. He talks here about financial opportunities to be found during the bleakness.
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