JCFC recognizes the value of its relationships with potential donors, donors, volunteers, and employees, and is committed to respecting and safeguarding their personal information. We value the trust of those we deal with and of the public, and recognize that maintaining this trust requires transparency and accountability in our treatment of the personal information that is entrusted to us
This Investment Policy (“Policy”) is to be used for the funds (“the Fund”) managed in the name of The Jewish Community Foundation of Calgary (“the Foundation”) by its Investment Manager(s). The basic goal underlying the establishment of the Policy is to ensure that the assets of the Fund, together with all retained investment income earned by the Fund, shall be invested in a prudent manner so as to optimize the long-term returns while taking into account the distribution policies and operating costs associated with the Foundation.
This Gift Acceptance Policy provides a framework for accepting gifts that is in keeping with the principles of the Foundation, the highest standards of integrity, and compliance with all of the regulations and best practices guiding the philanthropic sector. Recognizing that the types of property that may be donated is ever expanding and evolving, it is the intent of the Foundation to
offer a wide range of opportunities for philanthropy.
By-laws, of a Canadian charitable organization, form part of the governing documents. They set out the rules and regulations for the administration and management of the organization. For example, by-laws often identify the duties of officers, the fiscal year end of the organization, and when meetings must be held.
The by-laws of the Jewish Community Foundation of Calgary were recently updated in October 2018 and available for review.
The purpose of the Administrative Fee Policy is to provide a framework for the administrative management of funds held at the Jewish Community Foundation of Calgary (“JCFC”).
The Administrative Fee Policy supersedes any existing policy and will be reviewed at least every two years to ensure in continues to reflect the Foundation’s requirements in the context of its charitable and fund management objectives
The purpose of the Distribution Policy is to provide a framework for the management of endowment funds held by the JCFC. Investment returns can vary significantly from year to year and as a result, so will distributions if all income is distributed annually. Moreover, as the stewards of funds held for the long-term benefit of our community, the Board has a responsibility to preserve
the granting power of endowment funds against inflation.