Financials & Policies
We apologize as we do some site cleaning. These documents are coming soon...
Investment Policy
Donor Advised Fund Policy
Donor-Initiated Fundraising Policy
Scholarship Policy
Confidentiality Policy
Gift Stewardship Policy
Spending Policy
One of Kitsap Community Foundation's (KCF) most important responsibilities is our stewardship of charitable funds. We have a broadly diversified investment portfolio that is structured to produce investment returns that exceed market averages, particularly in down markets.
In our investment program, we combine the assets of permanent charitable funds for investment. Each individual fund benefits from the strength of a large pooled portfolio. The result is high quality, diversified investment management at reasonable fees and costs.
KCF's investment partners, BNY Mellon Wealth Management, a national investment and wealth management firm, and Halbert Hargrove, collaborate with the KCF investment committee composed of knowledgeable and experienced volunteers.
The committee oversees the investment program and makes recommendations to the Board of Directors regarding investment policy, strategy, and management. Current members of the investment committee are:
Troy Bruschetto, Vice President Senior Portfolio Manager BNY Mellon Wealth Management, Seattle Representing BNY Mellon Wealth Management Anya Edwards, JD, TEP President and Founder Bailey Private Fiduciary Services, Inc.
Mark Janci Regional Director Halbert Hargrove, Bellevue
Representing Halbert Hargrove
Elizabeth McFadden, CFP Financial Advisor Heritage Wealth Advisors
Jim Rowson Community Volunteer Retired CFO of Harrison Medical Center
Dave Schureman Kitsap Community Foundation Board Member/Treasurer Financial Services Manager, Kitsap County
Jay Seaton, AAMS Financial Advisor Edward Jones, Port Orchard
Ex Officio Committee Members
Board Chair Kitsap Community Foundation
President & CEO Kitsap Community Foundation
KCF invests the assets of the long-term investment pool to achieve high total returns, with a low level of risk. For more information, please open see our Investment Policy.