Adopted: 8.13.25

Purpose

The purpose of this policy is to outline how any endowment funds, reserve accounts, or long-term assets of the Greater Kansas City Friends of Fisher House (GKCFFH) will be managed to support the sustainability and mission of the organization.

General Guidelines

• GKCFFH will prioritize preservation of capital while seeking moderate growth in alignment with our risk tolerance as a nonprofit.
• Funds not needed for immediate operating expenses are managed by Greater Kansas City Community Foundation.
• Investments may only be made with Board approval, and we must avoid speculative or high-risk instruments.

Oversight

• All investment decisions will be reviewed at least annually by the Board of Directors.
• A written report of holdings and performance will be presented to the Board annually by Board Treasurer, by the end of Q1 of the following fiscal year.