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The Bailard Foundation Annual Update

  • Writer: Bailard
    Bailard
  • Jun 26, 2022
  • 2 min read

Updated: Jul 18, 2022

June 30, 2022


The Bailard Foundation celebrated its third anniversary in May. Bailard’s values shine through in many ways at the firm and the Foundation has quickly become another way for Bailard to exemplify its values of compassion, courage, and fairness. The Foundation channels Bailard’s strong commitment to the community through three focus areas: affordable housing, homelessness and poverty, and financial literacy. Since inception, the Foundation has donated $257,490 to grantees and remains appreciative of the incredible support received by clients, employees, and friends of the firm during several challenging years. As we look to the future, the Foundation remains committed to building out additional in-person employee volunteer opportunities and expanding our grantee partnerships.

Giving Highlights Employee Drives: The Foundation has conducted seven employee fundraising drives over the past three years, raising nearly $50,000 between employee contributions and the Foundation’s match. Our most successful drive to date was in March 2022 to support the ongoing crisis in Ukraine and highlights our employees’ commitment and generosity. In December 2021, we also held our Annual Holiday Drive, where employees received a match for contributions to their local food bank.

Volunteer Events: The Foundation held its inaugural in-person volunteer day on June 30 at Second Harvest of Silicon Valley. Fourteen Bailard employees gathered to sort 6,000 pounds of food for those facing food insecurity in the Bay Area. The Foundation looks forward to many future volunteer events around the Bay Area, underscoring our ultimate goal to build material relationships with our grantees by going beyond financial support and giving our direct time and effort. The next employee event will be at the SF-Marin Food Bank later in the summer.




Grantee Highlight – St. Francis Center

Mission: St. Francis Center provides opportunity for families living in Redwood City and the surrounding communities to live with dignity and build self-sufficient livelihoods.

Services: In addition to supplying food, housing, clothing and other essential services, the thriving community-based center seeks to reduce the cycle of poverty through skill building courses, mentorship programs and social services.


Grantee Highlight – World Central Kitchen

Mission: World Central Kitchen (WCK) works to provide food to global communities during crises, by being at the frontlines providing meals and by helping build resilient food systems in areas with chronic food system challenges.

Services: Founded in 2010 by Chef José Andrés, WCK is first to the frontlines, providing meals in response to humanitarian, climate, and community crises while working to build resilient food systems with locally led solutions. WCK has served more than 100 million fresh meals to people impacted by natural disasters and other crises around the world. WCK’s Resilience Programs strengthen food and nutrition security by training chefs and school cooks; advancing clean cooking practices; and awarding grants to farms, fisheries, and small food businesses while also providing educational and networking opportunities.

The Bailard Foundation supports initiatives that the firm, its employees, and its clients value, as we seek to collectively improve the communities in which we live, work, and engage. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both select friends of Bailard, Inc. and employees.


Photo credit: World Central Kitchen/WCK.org.



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About Bailard

Bailard is an independent asset and wealth management firm in the San Francisco Bay Area. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values. On both sides of the business, we believe that our clients’ success is our success. An independent firm since our founding 50 years ago, we stand committed to our values and, most importantly, our clients.

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Disclosures

the 9:05 is produced by the Asset Management Group of Bailard, Inc. The information in each article is based primarily on data available as of its publication date and has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation are not guaranteed.

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This publication has been distributed for informational purposes only and is not a recommendation of, or an offer to sell or solicitation of an offer to buy any particular security, strategy or investment product. It does not take into account the particular investment objectives, financial situations or needs of individual clients. Any references to specific securities are included solely as general market commentary and were selected based on criteria unrelated to Bailard’s portfolio recommendations or the past performance of any security held in any Bailard account. All investments have risks, including the risks that they can lose money and that the market value will fluctuate as the stock and bond markets fluctuate. Asset class specific risks include but are not limited to: 1) interest rate, credit and liquidity risks (bonds); 2) style, size and sector risks (U.S. stocks); 3) increased risk relative to U.S. stocks due to economic or political instability, differences in accounting principles and fluctuating exchange rates – with heightened risk for emerging markets and even higher risks for frontier markets (international stocks); and 4) fluctuations in supply and demand, inexact valuations and illiquidity (real estate). Certain countries (particularly emerging and frontier markets) can have higher transaction costs and greater illiquidity than the U.S. The volatility of real estate may be understated due to inexact and infrequent valuations. Real estate has significant risks and is not suitable for all investors. The application of various environmental, social and governance screens as part of a socially responsible investment strategy may result in the exclusion of securities that might otherwise merit investment, potentially resulting in higher or lower returns than a similar investment strategy without such screens. There is no guarantee that any investment strategy will achieve its objectives. Charts and performance information portrayed in this newsletter are not indicative of the past or future performance of any Bailard product, strategy or account, unless otherwise noted. Market index performance is presented on a total return basis (assuming reinvestment of dividends), unless otherwise noted. Past performance is no guarantee of future results. All investments have the risk of loss. This publication contains the current opinions of the authors and such opinions are subject to change without notice. Bailard cannot provide investment advice in any jurisdiction where it is prohibited from doing so. 

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