Silicon Valley
Planned Giving Council

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Corporate Sponsor:

Wells Fargo Private Client Services:

  • Private Banking
  • Trust and Estate Services
  • Investment Management
  • Brokerage Services through Wells Fargo Investments, LLC
  • Life Insurance

 

 

 

 
 

Incubator Project

Silicon Valley Planned Giving Council’s Incubator Project FY 2009-11

Purpose

To provide resources and hands-on mentoring for local nonprofit organizations developing and implementing endowment programs and planned giving activities for their long-term financial stability.

Problem

While many nonprofit organizations believe a growing endowment fund will help to sustain them, and that a planned giving program is important, most are in need of help to get a program started.

Solution

The Silicon Valley Planned Giving Council (SVPGC) developed a model program to encourage, instruct, nurture, and support select local nonprofit organizations on their path to establishing and operating successful and appropriate planned giving and endowment-building programs. This is a mentoring program for the organization, rather than for an individual. Over the eight years of the program, we have worked with 31 nonprofit organizations, helping them overcome challenges and truly establish endowment-building activities.

Selection Process

Nonprofit organizations must submit a written request to the SVPGC by Wednesday July 8, 2009, and will be notified by the 22nd regarding acceptance.  Follow-up activities and services will take place throughout the two-year period, ending officially by June 30, 2011.

Nonprofit organizations will:

  • Submit a completed application including approval from the governing body to engage in the program, with at least two volunteers, one of which must be a Board member, participating.

  • Send a team of 3-6 people, including staff and board/volunteer leaders, to attend a half-day training session on September 17th from 7:30 a.m. - 1:15 p.m. Key people must be present.

  • Spend at least four hours per month in such activities as discussing or planning with the internal team or implementing the program.

  • Make this program a priority in organization and leadership activities for the two-year period.

  • Develop reasonable goals for the year in conjunction with mentors.

  • Pay an annual fee to cover expenses (upon acceptance - $1,000, including all materials, meals).

  • Participate in an evaluation process to guide future program development.

  • Have at least one person with a current membership in the Silicon Valley Planned Giving Council.

Silicon Valley Planned Giving Council will:

  • Provide training sessions and group meetings per calendar.

  • Guide nonprofit participants in developing reasonable goals for the year.

  • Assign a team of Council members to each nonprofit organization to serve as mentors and assist in reaching the goals.

  • Mentors will attend training sessions and provide at least two hours per month consultation over first year, and one hour per month in the second year.

  • Maintain regular communication between Council and participants, and share results.


Calendar

Click here for the 2009-11 Calendar.

Nonprofit Application for Silicon Valley Planned Giving Council Incubator Project

Click here to download an application. (Word document)

Click here to download an application in .pdf format.

Completed applications should be submitted by July 08, 2009.

 

For more information please contact:

Colleen R. Lukoff, CFRE
Incubator Project Director
(760)591-9455 phone
(760)591-9465 fax
(408)799-3390 cell
c@lukoff.org

 

 

Testimonials

"We were in the program for 3 short years. It was very beneficial as a way to learn as well as be motivated to succeed."
 Eleanor Villarreal, CDO


"Mission Hospice has served the San Mateo community for 27 years. We have an important mission, loyal donors, a great reputation, lots of wonderful volunteers and a dedicated staff. Everything but an endowment. Having spent a year in the incubator project we now have a draft policy, an endowment committee, a list of potential endowment donors from our data base, plans for a garden reception to kick off our endowment project and excitement about the possibilities for the community."

"This was all made possible by the incubator project. We were assigned a mentor with lots of development experience. She has helped us by talking to our board about endowments and advising us every step of the way. The program itself gave us the opportunity to spend time with other non profits in similar stages of endowment development. The whole project is run by a very capable development professional with lots of direct donor contact herself."

"A great learning experience that has produced results for our organization."

Janet Rose
Executive Director Mission Hospice of San Mateo County