The Foundation’s investment program benefits from broad diversification, which reduces the overall risk of the portfolio and provides for long-term growth. Assets are currently placed in the Jefferson Community Foundation Fund established at the Greater Tacoma Community Foundation, a reputable, successful, and well-established community foundation. The JCF Investment Committee monitors the fund closely.
JCF’s Investment Committee is comprised of at least two current board directors and selected community members. The committee meets a minimum of four times a year to review investment reports and prepare materials mailed to fund holders with their quarterly statements. A JCF Board Director/Investment Committee member is also a member of the Greater Tacoma Community Foundation Investment Committee. JCF works closely with GTCF to monitor investments. The Finance Committee will provide the names of investment managers and fees on specific holdings upon request.
JEFFERSON COMMUNITY FOUNDATION INVESTMENT COMMITTEE
Doug Van Allen, Chair; JCF Treasurer and Representative to GTCF Finance Committee