Resources for Fund Advisors

Add Assets To Your Fund

As an EBCF fund advisor, there are many ways you can transfer funds into your account. EBCF can accept the following assets:

  • Cash, credit card, or publicly-traded securities can easily be used to add philanthropic resources to a fund
  • Closely held stock, real estate, or other real assets
  • Complex Assets

Please note: Some gift types may require approval from EBCF’s Board of Directors.

Gift Delivery Instructions for Fund Advisors

DOWNLOAD A PDF OF THESE DELIVERY INSTRUCTIONS

In order to process your gift, our Finance team must have three pieces of information:

  • Donor information
  • Name of the fund to be credited
  • Details of the gift

Please provide these details by email at finance@eastbaycf.org or by phone at 510-208-0811.

Payment Methods

All contributions to your fund at EBCF received or postmarked on or before December 31 will be credited to the 2023 tax year. (Please note that if your contribution is made after December 13, you will receive your tax receipt by January 20, 2024.)

Invest Your Funds

As an EBCF fund advisor, you can choose to invest your funds in one of four pools: a cash pool, a short-term pool, intermediate-term pool or a long-term pool. Use the Investment Change form to make recommendations for your investment allocations. Typically, fund advisors do not change their investments often, but when appropriate, EBCF will accommodate these changes on a quarterly basis.

DOWNLOAD THE INVESTMENT CHANGE FORM
LEARN MORE ABOUT OUR INVESTMENT STRATEGY

Make a Gift to EBCF

Gifts made directly to East Bay Community Foundation are the best way to make an immediate impact on the present and future of the East Bay. All gifts made to EBCF are tax-deductible (Tax ID/EIN 94-6070996).

All contributions to EBCF received or postmarked on or before December 31 will be credited to the 2023 tax year. (Please note that if your contribution is made after December 13, you will receive your tax receipt by January 20, 2024.)

DONATE ONLINE
EXPLORE OTHER WAYS TO GIVE

EBCF fund advisors can also support the Campaign for A Just East Bay with a grant from their Donor-Advised Fund. Please reach out to philanthropicadvisors@eastbaycf.org for support or go to the Give Interactive donor portal (use code CAMP).

Make a Grant Recommendation

Fund advisors can make grant recommendations (which initiate grants to nonprofits) using their Give Interactive donor portal.

SIGN IN TO THE DONOR PORTAL
EMAIL DONOR SERVICES WITH QUESTIONS

Grant recommendations to community organizations need to be made by the end of the business day Wednesday, December 13 to be processed and disbursed before the end of the year. Grant recommendations received after December 13 will be processed and disbursed in January 2024.

Fund and Grantmaking Policies

Fund advisor grant requests at East Bay Community Foundation are governed by our grantmaking and fund policies. These policies ensure that the philanthropic impact of grants made by EBCF align with the values of social justice and racial justice. These policies are periodically updated. All fund advisors should be familiar with these policies.

GRANT DUE DILIGENCE POLICY
GRANT DUE DILIGENCE POLICY FAQ
INACTIVE FUND POLICY

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