Your Investment Options
Our Investment Advisory Committee provides guidance and oversight to ensure that all fund pools are invested and managed according to investment best practices for institutional funds.
- Long-Term Investment Pool - Best suited for long-term expendable and endowment funds, this pool focuses on a long-term strategy that will protect and increase assets over time while providing for a steady stream of grants. The investment policy specifies a target asset allocation among seven categories of equity (70%) and fixed income (30%) investments.
- Socially Responsible Long-Term Investment Pool - Composed of funds that meet a variety of social screens, both positive and exclusionary, this pool employs a strategic asset allocation very similar to our Long-Term Investment Pool. This is the best option for long-term expendable and endowment funds if you prefer socially responsible investments.
- Intermediate-Term Investment Pool - Only expendable funds may be invested in this pool, which targets less short-term volatility than a long-term pool and higher returns than cash investments. The pool is invested 75% in fixed income (high quality bonds and cash) and 25% in equities (stocks). It is designed for investments of 3-5 years.
- Short-Term Investment Pool - Only expendable funds use this pool, which invests in money market funds and other short-term cash equivalents. This is the best option for an expendable fund that plans to grant out a significant portion of its money in the near term.
All Community Foundation portfolios are regularly rebalanced to their target allocations to maintain a balanced and diversified investment strategy.
Greg Young, a Community Foundation donor advisor, talks of the rewards of supporting a nonprofit organization with a local branch in Sebastopol. "I belong to Bread for the Journey because I want to support local start-up organizations that need a little boost to achieve their vision. That boost is often money, but sometimes it's simply asking the right question like, 'What is a business plan and why do you need one?' Watching these seeds sprout is even more rewarding than I had dreamed; meeting people who have the passion and knowledge to make our community a better place is an amazing experience. It fills me with hope for the future... and joy."
For the past year, a team from Community Foundation Sonoma County and the Sonoma Valley Fund has been at work to assess community needs and determine where to focus our involvement in the Valley from the $8.5 million bequest of Roland and Hazel Todd. Based on the community's response and the Todd's wishes, improving health and well-being of residents in the Springs area of Sonoma Valley will be our initial focus. More…