Investment Options
At the Wichita Community Foundation, we feel it is important to find the right fit for our donors’ needs. Working with the recommendations of our consultant, the Fund Evaluation Group of Cincinnati, Ohio and our locally-based Investment Committee, we offer a variety of investment options and strategies, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet his or her unique charitable objectives.

Investment Pools
The Wichita Community Foundation has created four distinct pools of funds, each based on a specific investment strategy. Each donor will be asked to pick a pool when establishing their Fund and should review the options carefully. 

WCF Investment History

Objectives:
The primary investment objective of the Foundation is to achieve an annualized total return (net of fees and expenses), through appreciation and income, equal to or greater than the rate of inflation (as measured by the broad, domestic Consumer Price Index) plus any spending and administrative expenses thus, at a minimum maintaining the purchasing power of the Foundation. The assets are to be managed in a manner that will meet the primary investment objective, while at the same time attempting to limit volatility in year-to-year spending.

Spending Policy:
As adopted by the Board on June 23, 2010, the spending policy of the Foundation is as follows:

Effective July 1, 2008, unless the Instrument of Gift, Fund Agreement or other instrument creating an endowment Fund specifically provides otherwise, annual grant distribution(s) from each endowment Fund will be based on four percent (4%) of a three year moving average of endowment Fund market values determined at the end of the fiscal year before the year in which distribution is to be made; except that the Foundation’s Board of Directors may, in its absolute discretion, due to unusual or extraordinary circumstances, designate some other amount for the Foundation to appropriate for expenditure or accumulate in any Fund. Neither KSA 58-3614(a) nor any similar statute or rule of law shall apply, and KSA 58-3614(b) and (c) shall be applied by substituting ‘under the Foundation’s spending policy’ for ‘under subsection (a).’ The Board may amend this Policy at any time, and the Policy, as so amended, shall then apply to all endowment Funds, whether created before or after such amendment. This Policy shall apply to endowment Funds existing on July 1, 2008, as well as to Funds thereafter created.

Schedule of Asset and Style Allocation:

Coming Soon!