Fund Holders Overview

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Financial Advice

The East Bay Community Foundation partners with individuals, families and organizations to:

  • broaden and deepen philanthropy;
  • assist causes and organizations that make the East Bay a better place; and to
  • provide a source of expertise on the area’s most pressing problems and on those organizations providing solutions to those problems.

We provide our clients a wide array of choices of charitable funds complemented by complete services to manage philanthropy, including investment of charitable funds; information on tax advantages; advice on causes and organizations needing and meriting financial support; connections to specific grantees; administrative services for grantmaking; and tracking expenditures of grant money.

We work behind the scenes to enable our clients to concentrate on the most rewarding part of philanthropy and charitable giving: helping important causes in need.

With a sound investment policy and prudent guidance by a Finance and Investment Committee composed of top financial investment professionals, we provide clients with investment strategy that meet defined objectives.

For our clients interested in leaving a legacy, we provide services ensuring their philanthropy lives on.

For More Information

For more information about the Foundation and opening a fund with us, please contact Director of Development Giles Miller, Director of Development, at 510.208.0817, or at gmiller@eastbaycf.org.

Connections Newsletter

To access our archive of “Connections” newsletters, which cover local issues and developments in philanthropy for fund holders and community members, click here.