June 2012
Sonoma Valley Fund Newsletter


In This Issue
Endow Sonoma Valley Month Update
Meet Our Newest Professional Advisor Partners
Sonoma Valley Fund Legacy Circle Reception
Todd Trust Grants
Quick Links
Join Our Mailing List
Endow Sonoma Valley Month Update
Coming in October 2012

Plans are underway for our first ever Endow Sonoma Valley Month.  The entire month of October 2012 will be dedicated to raising awareness of legacy giving and increasing the number of families and individuals who commit to making a legacy gift in Sonoma Valley.  Our goal is to double the number of legacy gift commitments through these efforts to over 250!

Mark your calendars for these important Endow Sonoma Valley Month events: 
  • Endow Sonoma Valley Month Opening Event (Thursday, October 11th, 5-7pm at Vintage House)
  • Sonoma Valley Fund's Annual Celebration (Sunday, October 21st, 3-5pm at the new Pavillion at Hanna Boys Center

If you would like to volunteer, we need help in organizing the events, please send an email to Joshua Rymer (    


Look out for information on other Endow Sonoma Valley Month events in these newsletters.   

Meet Our Newest Professional Advisor
Anthony Valluzzo Joins the Program

The Law Office of Anthony R. Valluzzo provides personal, straightforward legal representation and guidance to clients in a variety of estate planning and business law matters, including probate, business transactions, business formations, and business counseling.


Anthony Valluzzo
Anthony Valluzzo

Licensed in both California and Washington we are equipped to handle matters, spanning both states. With a background in both tax and law, The Law Office of Anthony R. Valluzzo is uniquely equipped to add value on a variety of legal issues. We also counsel businesses on an array of matters pertinent to their operations, including tax planning.


Anthony's education goes back to his graduate studies at the London School of Economics, where he received a master's degree in Economics. He later attended law school at Santa Clara University where he was introduced to the technical aspects of estate planning and business law. Upon graduating he gained tax experience working for a major public accounting firm in international, individual, trust, and small entity tax compliance and planning. Having worked for a small law office in Sonoma, Anthony has helped numerous local clients resolve their legal



Anthony lives in Sonoma with his wife and two sons. He is active in the community,including in the Catholic Professionals Business Club and St. Thomas More Society.


The First Sonoma Valley Legacy Circle Reception
June 29th

This year for the first time, Sonoma Valley Fund is inaugurating the Sonoma Valley Legacy Circle to honor those who have made a commitment to leave a portion of their estate to non-profit organizations in our valley. This is our opportunity to thank everyone personally for that promise and to celebrate the enduring impact these gifts will have on the quality of life in our community.

The reception will include legacy donors to Sonoma Valley Fund and its non-profit partner organizations.  There are more than 150 known legacy commitments, and we have invited each and everyone to join us for this event.  If you have made a legacy gift commitment and haven't received an invitation, please click here to let us know and we will forward an invitation. 


$288K in Todd Trust Grants Announced
Grants from the Todd Trust will Largely Benefit Organizations serving the Springs

Valley residents Roland and Hazel Todd are ensuring their generous legacy lives on with the $8.5 million Todd Trust, intended to suHazel and Roland Toddpport health care, open spaces and under-funded government services, particularly in Boyes Hot Springs.  


The first and second round of grants, authorized by the Sonoma Valley Fund, under the auspices of the Community Foundation Sonoma County, were announced over the past several months.


  • A challenge grant of $100,000 was awarded to St. Joseph Health System of Sonoma County to continue dental services to low income residents in the Springs area through replacing the aging mobile dental van. 
  • The Sonoma Ecology Center received $35,300 for assistance in creating a community garden for Springs' residents around Larson Park in Agua Caliente.  
  • Another $25,000 was awarded to the Sonoma Valley Education Foundation for the 2012 Sonoma Valley Youth Initiative.  
  • La Luz Bilingual Center was given $12,000 to provide emergency rental assistance for low-income Sonoma Valley residents in crisis.
  • La Luz Center was given $71,000 to fund the offering English as Second Language (ESL) classes.  These classes will fill a void left by the closing of the adult education programs in May of this year.  
  • United Way Wine Country was granted $42,250 to expand their early intervention program, School of Hope, to all five elementary schools in the district.  This program helps young students to improve reading proficiency so that by 3rd grade they are at grade level.
  • Finally, a small grant of $3200 was made to the Sonoma Valley Unified School District's Stepping Stones program.  This money will complete funding for the Summer Reading Academy for rising 3rd graders (i.e., those entering 4th grade).    
As always, you can learn more about the Sonoma Valley Fund by visiting our website: Sonoma Valley Fund.


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Barbara Young, President


Sonoma Valley Fund

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Sonoma Valley Fund
Box G
Sonoma, CA 95476
An affiliate of Community Foundation Sonoma County