Participating nonprofit organizations must meet the program’s partnership expectations, which include having a strong commitment to legacy giving and a signed board resolution confirming this commitment.
Sonoma Valley Fund’s assets will increase, as will the assets of our Partner organizations. This Partnership initiative supports SVF’s mission to strengthen our community through philanthropy and legacy giving.
No. It is up to the donor and then each organization. This is a multi-year initiative to perpetuate legacy giving, regardless of where the gifts reside.
No. This program is designed to augment your existing efforts. Through a regional promotional campaign, focused on informing and inspiring individuals regarding the principles and benefits of legacy giving, your organization’s fundraising efforts will be enhanced. Technical support provided to you as a Partner will increase the expertise your Board and staff.
No. The thrust of this promotional campaign is to get people to create legacy gifts, and direct them toward their passion, through a designated gift, a field of interest gift, or a gift for the common good. This effort is not intended to interfere with existing relationships. On the contrary, it will support the strong relationships you currently enjoy with your donors.
The following guidelines are provided to move toward the common goal of increasing legacy giving in Sonoma Valley. A Partner must:
For a complete list of the benefits and requirements for partners, read Becoming a Partner.