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Yolo Community Foundation

Board of Directors President
Mary Stephens DeWall
Vice President
Jim Rodgers
Jamie Madison
Paul Harder
Michael Campbell
Susan Collins
Joan Hogan
Charles Lacy
Nancy Shapiro
Mortimer Schwartz
Amy Wilson
Cath Posehn, Executive Director

Advisors Circle
Sandy Cordoza
Paul and Gail Casson
Alan Dismuke
Richard C. Dorf
Elly Fairclough
Mohini Jain
Mary Kimball
Paul Kolarik
Jim Lapsley
Jose Lopez Rivera
Freddie Oakley
John Pickerel
Lynnel Pollock
Irma Rodriguez
Dave Scheuring
Meg Stallard
Bob Young

Financial Advisors
Mark Sievers, Epsilon Financial Group
Bob Lew, Planning and Financial Advisors

Investment Philosophy

The Yolo Community Foundation provides support through grantmaking and services to a wide variety of nonprofit organizations to benefit Yolo County. The Board and staff have the fiduciary responsibility to meet these current needs while preserving the assets of the Foundation for long term purposes.

The purpose of this Investment Philosophy is to establish a clearer understanding of the financial goals and objectives of the Foundation. The types of funds included in this policy are:

  • Allocated Funds (pass-through)
  • Managed Funds (invested)
  • Foundation Distribution Account (grants not yet distributed)
  • Operations Account (working capital)

Funds may be pooled together in a manner that provides maximum investment efficiency.

Policy Statement

The assets of the Foundation will be invested in a balanced diversified portfolio to:

  • maximize return,
  • minimize risk,
  • provide a reasonable annual distribution,
  • provide flexibility to accommodate the different needs of donors and grantees
  • meet the liquidity needs of the Foundation,
  • accommodate the growth plans of the Foundation,
  • preserve principal over the long term.

In order to achieve these goals, the Foundation uses professional investment managers. The Board reviews performance and monitors fees charged by investment managers on a regular basis.

To view YCF's Investment Policy Statement, click here.