Jefferson County Community Foundation is in a unique position to service the needs of donors while building community resources. It is a win win for everyone.

Investment Philosophy

JCCF is committed to earning a healthy return while protecting the assets entrusted to us.

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 County Community Foundation Fund established at the Greater Tacoma Community Foundation, a reputable, successful, and well-established community foundation. The JCCF Investment Committee monitors the fund closely.

Articles of Incorporation (PDF)
Bylaws (PDF)
IRS Nonprofit Status for JCCF (PDF)

JCCF Investment Policy (PDF)
Greater Tacoma Investment Policy (PDF)
JCCF/Greater Tacoma Agreement (PDF)
JCCF Spending Policy (PDF)

Board Giving Policy (PDF)
Conflict of Interest Policy (PDF)
Gift Acceptance Policy (PDF)
Privacy Policy (PDF)
Record Retention Policy (PDF)

Why should I choose JCCF over an investment company?

Some investment firms may charge less to manage your fund, but no part of their fee is invested in our local community. Half of JCCF’s standard fee charged on most fund types supports the community you live in by keeping your dollars invested close to home.