Published each year by the Community Foundation, this provides a comprehensive look at our activities. It includes financials as well as stories on donors, grants, and articles that illustrate how we carry out our mission. Archived annual reports are available by calling Jean Harrison at 707-579-4073.
2006 Annual Report
Published: 2007
Sonoma Valley Fund 2007 Annual Report
Published: 2008
2005 Annual Report
Published: 2006
2004 Annual Report
Published: 2005
In the course of its work, the Community Foundation occasionally sponsors the development of studies or reports on topics of interest to the community. In addition, we develop internal documents. For your convenience these are available for download here.* If you have a question or problem please call us at (707) 579-4073.
Developing a Community Foundation Affiliate: A Case Study
Comparing Efforts in Three Regions of Sonoma County: Healdsburg, West County and Petaluma
Published: April 2006
In 2002, Community Foundation Sonoma County began an outreach effort with the goal of establishing one or more affiliates. These efforts were focused on Healdsburg, Petaluma, and West County. Supported by The James Irvine Foundation, this case study documents these efforts in the hope that those interested in starting affiliates might benefit from the strategies and processes described. What occurred in each area is discussed, including a comparison of each community.s philanthropic endeavors and idiosyncrasies. The report offers an analysis of what worked and what didn.t. Critical Success Factors are identified that facilitated the establishment of a significant community endowment in Healdsburg. The document contains numerous appendices, including direct links to source materials and other resources.
Download: http://www.sonomacf.org/Affiliate_Case_Study/Report.pdf (440 kb)
Santa Rosa Museums: Future Opportunities
Published: December 2005
This report was commissioned by Community Foundation to help explore community perceptions, hopes and needs regarding the future of the Sonoma County Museum. This study was made particularly timely given the Museum.s merger with the Museum of Contemporary Art at the Luther Burbank Center for the Arts in December 2005. The report addresses the following areas: Mission and Vision, Building Institutional Leadership, Downtown Revitalization, Exploring Multiple Funding Strategies, and Building Community Partnerships. Based on interviews with more than 50 individuals and an assessment of best practices of museums throughout the country, the author (an independent consultant with national experience in the community museum field) concludes that for the museum to be fully successful a number of significant changes should be made in both the short and long term. These include gaining greater clarity about the institution.s mission and vision, strengthening its leadership, increasing financial support and building stronger community partnerships.
Download: http://www.sonomacf.org/CFSC_Museum_Report.pdf ( kb)
Directory of Estate Planning | Professional Service Advisors
Updated: 2005
Listing of professionals who have agreed to provide a free one-hour estate planning consultation to any prospective client with a desire to make a charitable gift.
Download: http://www.sonomacf.org/giving_through_us/2005profdir.pdf ( kb)
Community Action Program - CAP
Published: 2002
A community assets and needs study undertaken by the Community Foundation and United Way of Sonoma-Mendocino-Lake. The report available here is the final update, done in 2002. The original report and earlier updates are available in print. (Call us at 707/579-4073).
Download: http://www.sonomacf.org/comm_catalyst/pdfs/cap.pdf ( kb)
Investment Policy
The Community Foundation's complete investment policy documents are available as follows:
*The documents available above are Adobe Acrobat Portable Document Format (PDF) files. In order to view and print these files you must have the free Adobe Acrobat Reader plug-in installed on your computer (your browser may already have it installed). The plug-in is available at http://www.adobe.com/products/acrobat/readstep2_allversions.html
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