Bailard Recognized as a Top Corporate Philanthropist

Bailard today announced its ranking among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists list, for the fourth year in a row. This year, Bailard earned 71st place, climbing eight spots from its position last year and once again joining esteemed Bay Area companies such as Google, Salesforce, and the San Francisco 49ers.

The Corporate Philanthropy Awards celebrate the Bay Area’s most generous corporate citizens, recognizing companies that give their time, talent, and resources to their communities. The annual list ranks the 100 top corporate philanthropists based on local cash giving and includes for-profit companies and nonprofit healthcare organizations that support Bay Area-based charitable organizations in the counties of San Francisco, San Mateo, Alameda, Contra Costa, Marin, Napa, Santa Clara, Solano, and Sonoma. This year’s honorees were recognized at the Corporate Philanthropy Summit on July 25.

“Philanthropy has been integral to Bailard’s identity since its founding,” said Bailard’s Chief Executive Officer, Sonya Mughal. “Recognition as a top Bay Area philanthropist for the fourth consecutive year highlights the team’s commitment to our core values—accountability, courage, excellence, fairness, independence, and most of all, compassion. I am incredibly proud of our team’s dedication to making a meaningful impact in our community and improving the lives of those around us.”

The recognition highlights the efforts of both Bailard, Inc. and the Bailard Foundation. Earlier this month, Bailard proudly announced its Bailard Foundation reached $1 million in grants and donations distributed in its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, with over 90% directly benefitting the local Bay Area community.

The Bailard Foundation focuses on three core areas: affordable housing, homelessness & poverty, and financial literacy. In addition to aiding non-profit organizations selected by the Bailard Foundation Board, the Foundation also offers an employee matching program for charitable endeavors about which Bailard’s employees are passionate. To learn more about the Bailard Foundation, please visit our website here. Dive deeper into Bailard’s dedication to impact here.

On the Foundation board of directors are friends of Bailard—including chairperson Terri Bailard, widow of firm co-founder Tom Bailard—and current employees.

About Bailard, Inc.

Founded in 1969, Bailard is an independent, values-driven wealth and asset 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 impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with $6 billion in assets under management as of June 30, 2024, Bailard is a majority employee-owned and women-led firm, Certified B Corporation™, and a Principles of Responsible Investing signatory.

About the SFBT Top Corporate Philanthropists

For 24 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 2024, July 2023, July 2022, and July 2021. Each year, 100 firms appeared in the San Francisco Business Times list. Bailard ranked #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter. Bailard, Inc. received this award; almost all donations from Bailard are given through the Bailard Foundation, except for 4% in 2023; 2% in 2022; and 4% in 2021.