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Investment Pool Performance

Funds of the Community Foundation are combined into investment pools for both economy of management and access to top management and advisory talent. Different pools provide you with options to meet your philanthropic goals.

Local professionals comprise our Investment Advisory Committee, which meets regularly to guide our investment policies and monitor the performance of our professional managers. The Committee's work ensures that our portfolio is well-managed and that it produces an ever-increasing income stream for the long-term benefit of our community.

Pool performance is shown below.

Pool	Pool Assets at 12/31/12	3 Year Return (net of investment fees)*	Inception Date of Pool	Return Since Inception	Benchmark Returns Since Inception
Long-Term Pool	$75.3 M	7.09%	February 1997	6.67%	5.79%
Socially Responsible Long-Term Pool	$18.2 M	8.65%	June 2001	3.86%	4.85%
Intermediate Term Pool*	$5.9 M	4.62%	August 2003	4.44%	5.13%

*All returns annualized. Foundation support fees are not included in return calculations. Information on investment managers and investment fees available upon request.

For more details on performance and asset allocation for all pools, download our Investment Flash Reports

To review our investment policy, download the CFSC Investment Policy Statement.

Featured Donor

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."

Featured donors

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…