Sample Policies and Guidelines

Whether you are just getting started, or you need to refine and update current policies, ECF will evaluate your endowment structure and share sample endowment fund policies and guidelines.

These policies and guidelines include:

1. Enabling Resolution

2. Gift Acceptance Policy

3. Disposition of Bequests Policy

4. Designated Funds Policy

5. Spending Rules

6. Investment Guidelines

These policies and guidelines are available in electronic format (Word) and can be adapted to your particular circumstances. Email us to request your copies.