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Board of Directors
Mary Stephens DeWall
Cath Posehn, Executive Director
Paul and Gail Casson
Richard C. Dorf
Jose Lopez Rivera
Mark Sievers, Epsilon Financial Group
Bob Lew, Planning and Financial Advisors
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:
Funds may be pooled together in a manner that provides maximum investment efficiency.
The assets of the Foundation will be invested in a balanced diversified portfolio to:
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.