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

$524,685

Total Donated

as of 12/31/2023

Foundation Giving by Focus Area

Foundation Giving by Location

Peninsula: 27% | San Francisco: 24% | East Bay: 27% | South Bay: 5% | General Bay Area: 3%
Read the 2023 Annual Update >

Grantee Spotlights

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.

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 FoundationSenior Vice 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.

Email Us

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.