To provide resources and hands-on mentoring
for local nonprofit organizations developing and implementing
endowment programs and planned giving activities for their long-term
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
The Silicon Valley Planned Giving Council
(SVPGC) developed a model program to encourage, instruct, nurture,
inspire and support select local nonprofit organizations on their
path to establishing and operating successful and appropriate
planned giving and endowment-building programs.
Nonprofit organizations must submit a written request to the SVPGC by Monday, July 1, 2013, and will be
notified by July 20 regarding acceptance. Follow-up activities and services will take place throughout the two-year period, ending officially by June 30, 2015.
Submit a completed application including approval from
its governing body to engage in the program, with
at least two volunteers, one of whom 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
in September. 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 organizational 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 plus national
Partnership for Philanthropic Planning (www.pppnet.org
– total cost $205 per year).
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.
Click here to download an application.
Completed applications should be submitted by July
Colleen R. Lukoff, CFRE
Incubator Project Director
Jeff Yoakum, CFP
"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
"TheatreWorks is alive and strong thanks in part to
our participation in the Incubator Program. I often recommend the
program to other nonprofits!"
Anne M. Holmes, Director of Development