Investment Information for Professional Advisors
For easy access to our investment information, the following tools are available:
- Compare Your Choices – Chart shows the advantages of donor-advised and Supporting Organization funds with the Community Foundation versus a private family foundation
- Investment Options – Describes our four investment pools
- Investment Pool Performance – Performance data for our long-term and intermediate-term pools
- Long-term Investment Policy Statement (pdf) – Official policy authorized by our board
- Socially Responsible Screens (pdf) – Charts our investment screens
- Intermediate-term Investment Policy Statement (pdf) – Official policy authorized by our board
- Our Fees – Describes our philanthropic services and community impact work
Some files are PDFs and require Adobe Acrobat Reader
Please contact Celia Bolam at 707.303.9623.
Featured Donor
“When my father died, I wanted to do something significant with his legacy. That's when I chanced upon the Community Foundation and realized it would afford me an opportunity to support charities and projects in Sonoma County.” – Ann Sebastian
Featured Legacy donor
Through a bequest, Jay Judin established the Jay P. Judin PhD Fund for HIV/AIDS Education and Prevention which created and supports the HIV/AIDS Peer Educator Program for Latino Youth at Southwest Community Health Center.