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Managed Funds
Managed Funds for Endowments, Scholarships, Grants, and School Projects
The Foundation manages over $3,300,000both component and endowed funds, established with clear directions as to how the funds will benefit the schools in Petaluma. We also manage component funds for school-related groups and non-profit organizations.
PEF Fund Opportunities for the Educational Community
Focus Area Funds for K-12 Grants: Endowed and Expendable
Services:
- Identify program needs in Petaluma schools through Grant applications.
- Develop funding solutions through direct solicitation
- Match donor intent with investment opportunities/spending policies
- Foster collaboration and innovation in Petaluma schools
- Represent concerns of Petaluma schools in community
Scholarship Funds for Post-Secondary Education: Endowed/Expendable
Services:
- Develop and update Scholarship Application and Selection Guidelines, reflecting current IRS policies to insure legality and objectivity
- Make a significant impact on educational opportunity for Petaluma youth by assuring scholarships are accessible and fair for all
- Communicate effectively with all Petaluma high school scholarship coordinators to provide students scholarship availability
- Provide donors with funding options
Memorial Funds in memory of a loved one: Endowed/Expendable
Non-Profit Organization Funds (click here for more information)
Endowed Funds: Long-Term Investments
Expendable Funds: Short-Term and Long-Term Investments
Services:
- Connect Non-Profit Organization to Petaluma educational community through local connections and high philanthropic visibility
- Stewardship for long-term commitment to education
- Fiduciary oversight by additional multi-layered investment team
- Commitment to safe, secure investment strategies through the periodic review of financial professionals serving on the PEF Investment Advisory Committee
- Adoption of the PEF Spending Policy
- Professional, accessible, consistent and open communication
School Funds
Donor-Advised Funds
PEF Investment Management Team
The Foundation utilizes professional financial managers to provide a secure investment strategy. Our impressive team includes the volunteer Investment Advisory Committee, PEF Finance Committee and the Wealth Management Department of Exchange Bank.
Click here for PEF Investment Management Team.
Planned Giving for Petaluma Education
The Staff and Board of Directors of the Petaluma Educational Foundation welcome your interest in making a planned gift to our Foundation. As a non-profit, tax exempt organization, we have formulated an Investment Policy Statement (IPS) to assist our Board of Directors in effectively supervising, monitoring and evaluating the investments of our assets. The objectives of the Board have been established in conjunction with a comprehensive review of the current and projected financial requirements.
The objectives are:
1. To maximize return within reasonable and prudent levels of risk.
2. To maintain an appropriate asset allocation based on total return that is
compatible with our spending policy.
3. To control costs of administering and managing the Foundation investments.
In making a gift to PEF, you may wish to consider the following assets as your contribution:
• Cash
• Publicly traded securities
• Closely held stock
• Real estate
• Individual retirement funds
• Life insurance
• Remainder of a charitable trust
You may establish a fund with a current gift or a deferred gift that will come to the Foundation after your lifetime. Creating a fund is simple. We can discuss your philanthropic goals and help you design a fund. You may name your fund with your family name, or in memory of a loved one; some donors prefer to remain anonymous. We will work with you and your professional financial advisor or attorney.
The Endowment Fund continues to grow and our combined Managed Funds portfolio now exceeds $4 million. We are pleased that our donors share our interest in promoting excellence in education in our schools and feel confident that we manage funds wisely. Our Planned Giving Council, chaired by Chris Dobson, can help you with your "gift for the future”.
For more information, please contact PEF at 707-778-4632.
PEF Investment Committee Members:
Chris Dobson, Chair
Dobson Asset Management
James Burleson
Greenleaf & Burleson Wealth Management
Ken Dennett
Wells Fargo
Elizabeth Marquardt
Pisenti and Brinker
Clark Rosen
Coldwell Banker
Will Soper
Beels Soper, Certified Public Accountants
Mike Tomasini
Bank of the West