Board meetings, strategic plans, and buyer signals from Helen Bailey’s organization
Apr 25, 2026·BoardMeeting
Board
Cal Poly Foundation Investment Committee Investment Committee Meeting Minutes
The meeting included a review of the Kaspick Performance Report, which highlighted the impact of geopolitical risk on the uncertainty index and provided an overview of global equity market performance. The committee examined the portfolio value growth, comparing figures from 2025 to 2026, and discussed NACUBO-Commonfund compilation of returns results. Additionally, an update was provided on university campus programs and facilities fund assets, detailing the distribution of funds in treasury bills, notes, and money market funds. The outgoing committee chair was recognized for his service and contributions to the board.
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Cal Poly Foundation Board of Directors Board of Directors Meeting Minutes
The board meeting included committee reports on governance, audit, investments, and development. Key discussions covered the quarterly financial statements, endowment performance and investment strategy, the fiscal year meeting schedule, and progress toward annual fundraising goals. Updates were provided regarding personnel hires, donor engagement events, the Maritime Academy Yacht program, and various capital projects on campus. Additionally, the university president and provost provided institutional updates, and administration and finance staff presented on asset consolidation strategies.
Apr 17, 2026·BoardMeeting
Board
Cal Poly Foundation Board Executive Committee Meeting Minutes
The committee discussed and approved the slate of directors and officers for the board. Reports were provided on governance, including committee assignments and the schedule of meetings for the upcoming fiscal year. A review of Policy 122 regarding public comment took place. The Audit Committee presented the fiscal year 2026-27 budget and an overview of quarterly financial statements, noting trends in cash deposits, contributions, and endowment investments. The Investment Committee provided an update on endowment performance. The Development Committee reported on fundraising productivity, campaign planning, personnel updates, donor engagement events, endowment levels, and the integration of the Maritime Yacht program. The University President provided an update on the search for a new Dean and general campus activities. The agenda for the upcoming Annual and Board of Directors meetings was reviewed and approved.
Apr 14, 2026·BoardMeeting
Board
Development Committee Meeting Minutes
The Development Committee meeting focused on a review of the Development and Productivity report, highlighting progress toward the annual fundraising goal and analysis of gift productivity by college and unit. Key discussion topics included the initial stages of campaign planning, specifically analyzing current prospect distribution and portfolio capacity limitations for gift officers. The committee also received personnel updates regarding new development hires, reviewed recent donor engagement events and the annual Poly Gives campaign, and discussed endowment level implementation and the integration of the Maritime Academy Yacht program into the Foundation.
Extracted from official board minutes, strategic plans, and video transcripts.
