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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.
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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. JCCF’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 JCCF Board Director/Investment Committee member is also a member of the Greater Tacoma Community Foundation Investment Committee. JCCF works closely with GTCF to monitor investments. The Finance Committee and information related to specific funds is available upon request. Articles of Incorporation (PDF) JCCF Investment Policy (PDF) Board Giving Policy (PDF) |
Investment Comittee Herb Cook, Chair Treasurer & Representative to GTCF Finance Committee David Goldsmith, JCCF Director Doug Van Allen, JCCF Director Stephanie Gale, Community Member |
| Jefferson County Community Foundation PO Box 1955, Port Townsend, WA 98368 | Tel: 360-379-3667 | Fax: 360-379-3800 info@jccfgives.org | www.jccfgives.org |
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