2020 SFF AnnualReport - Page 35

Here are some of the services that we offer:
Charitable Funds and Flexible Giving:
Bay Area Leads Fund
Our donors have a variety of options to choose
from when creating a new charitable fund to
support effective giving—locally, nationally, or
around the world. We accept a range of assets
to make giving convenient and simple.
Beyond our grant dollars, our foundation plays
a critical role as civic leader—listening to the
community that we serve, convening a vast
network of partners, and exerting our voice
on key policies that address the underlying
causes of inequity. With this all-in approach,
we can dismantle barriers for residents in
the Bay Area who have long been denied the
chance to thrive. The Bay Area Leads Fund
allows donors to directly support this essential
leadership and community engagement work.
Creative Personalized Service and Grantmaking Expertise
For fund holders, private foundations, and
corporate giving programs, we offer strategies
and skills to support their philanthropic interests and passions and to maximize the impact
of their giving. Options include one-on-one
consultation, funding recommendations, and
strategic giving plans.
Engagement Opportunities
We offer donors a variety of opportunities for
learning, engagement, and impact. Donors
convene for educational seminars, neighborhood site visits, grantee forums, and other
special events that address pressing issues
and celebrate success in the Bay Area.
Charitable Gift Planning
Donors can make a lasting impact during
their lifetime or through their estate plan by
supporting causes that are important to them.
They can leave a legacy, join other donors in
our region, or become a member of the Bay
Area Promise Society.
Superior Investment Management
With more than $1.5 billion in assets, exceptional advisors, and many outstanding options
at our disposal, our investment performance
is consistently at the top of the community
foundation field and a top 5 percent performer
among all endowments and foundations
across the country. As a result, the charitable
dollars in our donors’ funds go further. In addition, we offer socially responsible and impact
investing options.
Deep Bay Area Knowledge
Our expertise in Bay Area grantmaking means
that we have in-depth information to share
about organizations that are working hard to
make our region an even better place to live. In
particular, we work closely with nonprofits that
advance racial equity and economic inclusion
in communities throughout the region.
Online Access
Foundation donors can manage their funds
and recommend grants anytime, anywhere.
We invite donors to:
• Open a fund and join hundreds of
donors who are making the Bay Area
a place where everyone can belong
• Support community engagement and
leadership through Bay Area Leads
• Partner with us on the project they’ve
always wanted to launch
• Give us a call to discuss their
philanthropic goals
• Consider us for estate planning needs
• Refer a friend or a client

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