The Power of Three
Opportunities for Nonprofits, Advisors and Donors
At Three Valleys Community Foundation, advisors and donors will have access to our philanthropic expertise, nonprofit connections, and strong knowledge of community issues. We will support donor disbursements to certified nonprofits around the world, but our focus is to inform donors about regional issues that align with their passions and connect them with nonprofits making a difference in those areas.
We support a broad range of assets and can enable Individually Managed Funds (IMFs) in which donors continue working with their trusted investment management advisor. With IMFs, advisors may retain client relationships and manage portfolios customized to their clients’ investment preferences and time horizons, with the goal of growing the assets available for their philanthropy.
As part of our shared services agreement with Community Foundation of San Joaquin, Three Valleys has access to Bank of Stockton’s Wealth Management Group – enabling donor investment in several pools: Growth, Moderate and ESG (Environmental, Social and Governance). Charitable assets of our donors will be professionally managed to achieve a competitive rate of return, with low fees.
We also support and welcome Individually Managed Funds (IMFs) – in which donors continue working with their trusted investment management advisor, but have access to the investment pools provided by 3VCF. With IMFs, advisors may retain client relationships and manage portfolios customized to their clients’ investment preferences and time horizons, with the goal of growing their philanthropy portfolio.
Our power of three extends to three additional areas — oversight, transparency and trust. Our Investment Committee, led by Pat O’Brien (Leisure Sports, Inc), Scott Roberts (Mass Mutual), Joe Cristiano (Bank of San Francisco) and John Sensiba (Sensiba San Filippo) will regularly review fund performance and policies. We will also actively seek the advice of financial leaders in our community via a financial advisor council.
Sample target allocations for each Bank of Stockton investment pool
Contact Nelson Fialho, Interim CEO at email@example.com to learn more about our advisor council, investment pool allocations and 2021 performance.