Investment Reports

The San Francisco Foundation has a remarkably successful track record managing and growing donors assets. According to a recent survey by the Council on Foundations, the Foundation continues to post exceptional investment performance compared to other community foundations. In the last year, we outperformed 88% of all community foundations and 90% of all community foundations with at least $500 million. Over the past five years, the results were even stronger - we outperformed 92% of all community foundations and 100% of all community foundations with at least $500 million.

To read the latest investment report, please download the following PDF document:
Long Term Donor Advised Pool Investment Strategy & Performance for Q4-FY2008 - As of June 30, 2008

If you have questions about this report, please contact Philanthropic Services at 415.733.8500.