Legacy Partner Expectations

The mission of the Sonoma Valley Fund is to strengthen our community through philanthropy and legacy giving.

The Sonoma Valley Fund partners with established nonprofits in Sonoma Valley to develop and support the implementation of their legacy giving strategy. The Sonoma Valley Fund and its parent, the Community Foundation Sonoma County, dedicate the resources necessary to support Partners’ legacy programs. The primary resources are the expertise and experience of the members of the Sonoma Valley Fund Partner Support Committee, Sonoma Valley Fund Board members and the staff of the Community Foundation Sonoma County. The funds a Partner invests with the Community Foundation Sonoma County support the resources available to our Partners.

The Sonoma Valley Fund recognizes that its Partners have significant priorities that will dictate when legacy programs can be launched and promoted annually.  Our Partner Support Committee works with each Partner to develop an annual legacy plan that will reflect this reality.

Together, our goal is to raise awareness in Sonoma Valley of the importance of legacy giving to the long-term financial strength of our nonprofits and the vital services they provide.

The expectations for Legacy Partners are:

  • A Board resolution establishing a legacy program
  • Assignment of one or more Board members to guide the legacy program with support of selected volunteers
  • Launch of their legacy program with a presentation by a professional to the Partner’s Board
  • Meet with the Sonoma Valley Fund’s assigned liaison to set the annual marketing strategy for the legacy program and periodically review progress and ideas to enhance the strategy
  • Support the Community Foundation Sonoma County and Sonoma Valley Fund legacy resources provided to Partners by investing funds with the Community Foundation Sonoma County
  • Semi-annually report on the number of legacy pledges or gifts
  • Participate in Sonoma Valley Fund’s annual celebration by nominating a volunteer to receive a special Star award for volunteer service.