Bailard Foundation Nears $1.5 Million in Grants as Firm Earns Sixth Bay Area Philanthropy Ranking

Employees match that giving with hands-on volunteering, from San Francisco to New York.

San Francisco, Calif. – July 31, 2026 – Since the Bailard Foundation was created in 2019, it has granted nearly $1.5 million, with more than 90% given to nonprofits in the nine counties around the Bay. The giving runs through three areas: affordable housing, financial literacy, and homelessness & poverty.

Grantees include Hope Solutions in Contra Costa County, whose model starts with housing and then adds counseling, employment support, and financial literacy once families have a permanent address. “Hope Solutions is deeply grateful for our partnership with the Bailard Foundation,” said Clare Demer, the organization’s Grants and Communications Manager. “Their support has enabled us to serve our most vulnerable neighbors and strengthen our mission of creating lasting housing stability and brighter futures for the people in our community.”

Bailard placed #66 on the San Francisco Business Times’ list of Top Bay Area Corporate Philanthropists this year, its sixth consecutive appearance. The firm first ranked at #89 in 2021, two years after the Foundation was formed.

The ranking itself is based on dollars donated, though volunteerism is also reported for the award. At Bailard, the two have always gone together.

Employees help fund the Foundation’s work and help direct it, serving on the Board that selects the organizations it supports. Their gifts to the matching program generated $15,994 this year, and they logged 423 volunteer hours across nine Foundation-sponsored events. In San Francisco, colleagues spent another day with GLIDE, serving 1,075 meals to families in need. The work isn’t confined to the Bay Area. In New York, all but one of our Manhattan-based team volunteered with Trinity Services’ Soup Kitchen and Food Pantry, which serves roughly 200,000 meals a year across the five boroughs.

“Six years on a list says something about consistency. What I notice more is how fast our volunteer days fill up,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “Nobody is asked to sign up.”

To learn more about the Bailard Foundation, visit https://bailard.com/bailard-foundation/.

Data as of March 31, 2026, to align with the SFBT submission period.

About the San Francisco Business Times’ Top Bay Area Corporate Philanthropists

This recognition 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 Bay Area Corporate Philanthropists is released annually, in July. SFBT recognizes the top for-profit companies and nonprofit healthcare institutions based on the year’s cash donations to charitable organizations across the Greater Bay Area, including the counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. Bailard ranked #66 in 2026, #65 in 2025, #71 in 2024, #79 in 2023, #82 in 2022, and #89 in 2021. There was no fee to enter. Please visit the SFBT for more information: https://www.bizjournals.com/sanfrancisco/subscriber-only/2026/07/30/the-top-corporate-philanthropists-in-the-bay-area-2026.html. Past performance is no indication of future results. All investments have the risk of loss.

About Bailard, Inc.

Bailard is an independent, majority employee-owned firm that has served individuals, families, and institutions since 1969. Based in the San Francisco Bay Area and woman-led, the firm provides financial and wealth planning alongside in-house management across equities, fixed income, private real estate, and sustainable and responsible investing. Bailard managed $8.4 billion in assets as of June 30, 2026. It is guided by six core values: accountability, compassion, courage, excellence, fairness, and independence, and is a Certified B Corporation® and a signatory to the UN Principles for Responsible Investment. Learn more at bailard.com, and explore career opportunities at bailard.com/careers.