Endowment Sustainability Program
The Endowment Sustainability Program of Legacy Foundation is designed to guide and support local not-for-profit organizations as they begin the process of building strong endowment and planned giving programs which will ultimately provide stable, long-term support for their critical work in the community. The program is designed to provide organizations with a cost effective training and coaching program in the areas of planned giving and endowment building.
In 2015, six organizations have been selected to participate:
The training sessions will be facilitated by experienced endowment and planned giving consultants engaged by Legacy Foundation
The sessions will be focused upon three major areas: external relationships (development and marketing), internal systems / organizational structure and leadership. Topics covered will include:
- Endowment building / Planned Giving overview – it’s not fund raising
- Infrastructure for endowment building – Equipping your organization to build endowment
- Long range / strategic planning
- Board / Committee leadership – recruiting and engaging the Boards and Committees
- Donor development and solicitation – Working with existing and identifying new donors
- Tools and Resources for your success
One of the most effective ways to help nonprofit staff and board members implement what they have learned after a training session is to provide follow up and technical assistance through coaching. The consultant can be a sounding board for ideas, review plans and materials, and guide the individuals in next steps.
Each organization will receive one individual coaching session between the training sessions. These are used to work directly with each organization and their leadership volunteers as they see fit. Also included is a one (1) hour peer group sessions between training sessions for staff to share successes and challenges. This is an open discussion that usually occurs right before or after the group session.