Month: August 2023

Foster City, CA — August 3, 2023 — Bailard today announced that it has, for the third year in a row, been ranked among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists List. This year, Bailard earned 79th place, joining many of the Bay Area’s top companies including Salesforce, Google, and the San Francisco 49ers.

The Corporate Philanthropy Awards, list, and supplement celebrates the Bay Area’s most generous corporate citizens and recognizes those companies that also give their time, talent, and resources. The annual list recognizes 100 top corporate philanthropists ranked by local cash giving. It includes for-profit companies and nonprofit health care organizations that made contributions to Bay Area-based charitable organizations in the following counties: San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma. This year’s winners were recognized at the Corporate Philanthropy Summit on July 27.

“Bailard’s generosity helps to raise the bar on corporate philanthropy and inspires more giving,” said Mary Huss, Publisher of the San Francisco Business Times. “Their participation in this program helps challenge others to do more.”

“Corporate philanthropy goes beyond just financial contributions,” said Bailard’s Chief Executive Officer Sonya Mughal. “It’s about touching lives and igniting hope in our community, and also empowering our employees to demonstrate the compassion that runs deep for all of us at Bailard. We are pleased to be recognized among the leaders of the Bay Area, knowing that our collective efforts inspire others to embrace the transformative power of giving.”

The recognition highlights the efforts of both Bailard, Inc. and the Bailard Foundation. The Bailard Foundation has donated $454,700 in impact grants (as of 6/30/2023) since its 2019 launch, with 85% of funds going to Bay Area grantees. The Bailard Foundation supports three core focus areas of affordable housing, homelessness & poverty, and financial literacy. To learn more about the Bailard Foundation, please visit the 2023 Annual Update here. Dive deeper into Bailard’s dedication to impact here.

About Bailard, Inc.

Founded in 1969, Bailard is an independent asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all—and in line with its core principles and strong ESG mindset—Bailard works with clients to align their financial goals with their values. With $5.5 billion in assets under management as of 6/30/2023, Bailard is a majority employee-owned and women-led firm, and a Principles of Responsible Investing (PRI) signatory. A values-driven firm based in the San Francisco Bay Area, Bailard has its own private charitable foundation* and is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

* 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.

About the Corporate Philanthropy Awards

For 23 years the San Francisco Business Times has published the Corporate Philanthropists List. The list features 100 top corporate philanthropists in the Bay Area ranked by local cash giving. It includes for-profit companies and nonprofit health care organizations that made contributions to Bay Area-based charitable organizations in the following counties:  San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma. The Corporate Philanthropy Awards program was founded in partnership with Northern California Grantmakers. A portion of the proceeds goes to NCG to fund the Corporate Philanthropy Institute, with the mission to educate more companies about effective giving and best philanthropy practices. The aim is to honor those who give the most and in doing so to help raise the bar and inspire more giving. This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The San Francisco Business Times Top 100 Bay Area Corporate Philanthropists is an annual award, given to Bailard by the San Francisco Business Times in July 2023, July 2022, and July 2021. Each year, 100 firms appeared in the San Francisco Business Times list. Bailard ranked #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter.