Cotati Considers Sonoma Foundation Ranch Fund
City of CotatiCity · Cotati, CA- Disclosed value
- Minimum deposit of $10,000; 1.5% annual foundation support fee on the first $1.0 million; investment fees include approximately 0.115% annually
- From agendapacket
- Document date
- Nov 10, 2026
The 30-second brief
Cotati proposed entering discussions with Sonoma Community Foundation to establish a donor-advised fund for Veronda-Falletti Ranch fundraising. The arrangement would require a minimum $10,000 deposit and annual administrative and investment fees, with final documents subject to future Council approval.
Sonoma Community Foundation holds this financial services contract with City of Cotati.
Term as filed: Annual fees; ongoing donor-advised fund administration.
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Contract details
- Contract type
- Financial Services
- Amount
- Minimum deposit of $10,000; 1.5% annual foundation support fee on the first $1.0 million; investment fees include approximately 0.115% annually
- Document date
- November 10, 2026
- Term
- Annual fees; ongoing donor-advised fund administration
- Vendor
- Sonoma Community Foundation
- Agency
- City of Cotati
- Source document
- City of Cotati AgendaPacket 2026-11-10 (AgendaPacket)
More City of Cotati contracts
Questions about this contract
Who was awarded the financial services contract by City of Cotati?
Sonoma Community Foundation was awarded this financial services contract by City of Cotati, as recorded on November 10, 2026. The contract value is Minimum deposit of $10,000; 1.5% annual foundation support fee on the first $1.0 million; investment fees include approximately 0.115% annually.
How much is the Sonoma Community Foundation contract with City of Cotati worth?
The Sonoma Community Foundation contract with City of Cotati is valued at Minimum deposit of $10,000; 1.5% annual foundation support fee on the first $1.0 million; investment fees include approximately 0.115% annually, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of Cotati AgendaPacket 2026-11-10 (AgendaPacket), dated November 10, 2026 from City of Cotati. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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