The Nebraska Community Foundation works with community, organizational and donor-advised affiliated funds serving 255 communities located in 78 counties. NCF and its affiliated funds have reinvested $243.2 million in Nebraska since 1994.
The purpose of NCF’s Investment Policy is to communicate the investment objectives and guidelines established by the Board of Directors of the Nebraska Community Foundation. It is intended to provide a clear and accurate understanding of all investment objectives, investment guidelines, and the criteria by which investment manager performance will be measured.
The investment policies were established after a thorough review of NCF’s unique needs and circumstances, and a careful evaluation of the risk and potential returns from various mixes of equity, fixed income, cash equivalent and other securities.
This policy applies to all assets of the Nebraska Community Foundation and its affiliated funds that are held in funds and/or accounts that are designated as permanently endowed.
NCF Investment Policy (pdf)
The purpose of the Gift Acceptance Policy & Guidelines is to serve as a planning tool to guide the efforts of the Nebraska Community Foundation staff and Board members, donors and their professional advisors and affiliated fund advisory committee members in achieving donors’ charitable goals. The policy addresses the procedures for accepting various types of assets and the types of gift mechanisms that can be used. NCF seeks to ensure that any assets it accepts do not place other assets of NCF at risk and that gifted assets can be readily converted into cash.
This policy applies to all gifts to the Nebraska Community Foundation, whether the gifts are for the benefit of an existing affiliated fund, to establish a new affiliated fund or to support the operations of NCF. All references to gifts to NCF in this policy include gifts to affiliated funds.
The purpose of this Donor-Advised Fund Policy & Guidelines (“Policy”) is to guide the Nebraska Community Foundation (“NCF”) staff and donors in complying with the law applicable to donor-advised funds (“DAFs”) and with NCF administrative policies while achieving donors’ charitable goals.
This Policy applies to all funds or accounts of the Nebraska Community Foundation that meet the federal tax law definition of a “donor-advised fund”. Pursuant to federal tax law, a fund will be a donor-advised fund if it has all three of the following characteristics:
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