The Bailard Foundation was created to formalize our decades-long dedication to giving back. Bailard’s co-founders serve as an early testament with their commitment to educating the community about financial planning. This endeavor extended from advising clients to authoring six editions of Personal Money Management, a widely-used college textbook first published in 1973.
Over our more than 50-year history, Bailard and its employees have supported countless non-profits through the donation of both time and financial support. Today, the Bailard Foundation continues the legacy of supporting our community, with financial literacy still being a core focus area, in addition to affordable housing and homelessness & poverty.
Mission
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.
Focus Areas
Homelessness & Poverty
Affordable Housing
Financial Literacy
$454,700
Total Donated
as of 6/30/2023
Foundation Giving by Focus Area
Foundation Giving by Location
Peninsula: 28% | San Francisco: 22% | East Bay: 27% | South Bay: 5% | General Bay Area: 3%
Grantee Spotlights
The Samburu Project
The Samburu Project provides access to clean water and supports well communities across Kenya with initiatives that promote health, education, women’s empowerment and general well-being. In 2020, The Samburu Project drilled seven new wells that now provide clean water to communities in Samburu, Kenya. One of these wells was co-funded by the Bailard Foundation, which supports the 670 people of the Pasinae Self Help Group of Lechur Village. Read more about The Samburu Project on our blog here.
GLIDE
GLIDE is a nationally recognized center for social justice, dedicated to fighting systemic injustices, creating pathways out of poverty and crisis, and transforming lives. Through GLIDE’s integrated comprehensive services, advocacy initiatives, and inclusive community, we empower individuals, families, and children to achieve stability and thrive. GLIDE’s mission is to create a radically inclusive, just, and loving community mobilized to alleviate suffering and break the cycles of poverty and marginalization.
Photo Credit: Alain McLaughlin
St. Francis Center
St. Francis Center provides opportunity for families living in Redwood City and the surrounding communities to live with dignity and build self-sufficient livelihoods. 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.
The Bailard Foundation Board
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 friends of Bailard, Inc. and its employees.
Terri Bailard
Board Member, Bailard Foundation
Alison Hill
Board Member, Bailard Foundation
Cheri Sparks
Board Member, Bailard Foundation
Kimberly M. Aquino, CFP®
Board Member, Bailard FoundationSenior Vice President, Director of Operations,Wealth Management, and Investment Counselor, Bailard, Inc.
McKenzie Fulkerson-Jones
Board Member, Bailard FoundationESG Analyst, Bailard, Inc.
Tess Gruenstein
Board Member, Bailard FoundationSenior Vice President, Acquisitions andPortfolio Management – Real Estate, Bailard, Inc.
Romy S. Pavolotsky, CFP®, CDFA®
Board Member, Bailard FoundationSenior Vice President and Investment Counselor, Bailard, Inc.
Amit Valia, CFA
Board Member, Bailard FoundationVice President, Financial Data Management,Bailard, Inc.
Interested in learning more or donating?
Contact us to learn more about the Bailard Foundation or to make a donation.
All statistics as of 6/30/2023, unless otherwise noted. The Bailard Foundation has a board of directors led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both friends of Bailard, Inc. and employees.