Legacy Gift Development Cohort

Photo of iconic Sleeping Giant with green field and large bails of hay.

The goal is to Launch (or relaunch) an Endowment, then build your endowment.

Members of the Nonprofit Legacy Gift Development Cohort meet over six months. Yampa Valley Community Foundation staff supports the group and facilitates its meetings.

Our goal is that by the end of the program, your organization will have created and implemented a plan that includes the solicitation, marketing, and stewardship of endowment and legacy gifts. This training will be offered to organizations that house an endowment fund, are interested in creating an endowment at the Foundation, and are ready to promote a culture of endowment giving through current or future gifts. Participants will be introduced to YVCF’s Endowment Building Toolkit.

Commitment requires one staff member and one board member dedicated to the program. There is no cost to participate. All meetings will be hybrid. Participants should plan to attend all sessions (sessions will be recorded).

2022 Cohort Participating Nonprofits:

  • Mountain Horse Rescue
  • South Routt Education Endowment
  • Colorado Crane Conservation Coalition
  • Steamboat Art Museum
  • Colorado Mountain College Foundation
  • Tread of Pioneers Museum
  • Partners of Routt County

I.  Orientation / Introduction to Endowments

  • When: 12pm-1pm, Tuesday, February 8th, 2022
  • Location: Hybrid Zoom and 443 Oak Street – Brinkman Conference Room
  • Trainers: Helen Beall & Tim Wohlgenant
  • Details: This training ensures that everyone (one board member and one staff member) understands thoroughly what this cohort program will cover in the next six trainings. We will answer the following questions: What is an endowment? How does it benefit your organization? Why we are talking about legacy giving and the connection between legacy giving and building endowments?


II. The Case Statement: Your Role as an Essential Community Organization/ Overview of Common Types of Planned Gifts

  • When: 12pm-1pm,  March 8th, 2022
  • Location: Hybrid Zoom and 443 Oak Street – Brinkman Conference Room
  • Trainers: Helen Beall, Tim Wohlgenant, and Deb Conway
  • Details: In this session, you will identify the purpose and the impact of your organization. You will explain why it is essential that your organization should still be in operation in 50 -100 years. This session provides the space to determine why your organization is a valuable community asset. Part two of this session will focus on common types of planned gifts such as Bequests, Wills, and Trusts. We will discuss life insurance and retirement funds and ways to help our shift donor views from giving cash to appreciated assets.


III. Marketing, Communications and Donor Stewardship, and Prospecting –

  • When: 12pm-1:30pm, April 12th, 2022 (note this session is 30 minutes longer)
  • Location: Hybrid Zoom and 443 Oak Street – Brinkman Conference Room
  • Trainers: Helen Beall, Traci Hiatt, and board member in the donor engagement committee
  • Details: In this session, we will discuss the importance of marketing your legacy society. We will help you use the channels of communication that you are already implementing to spread the word. Donor stewardship is key in the success of a planned giving program. In part two of this session, we will discuss strategies to honor donors and facilitate meaningful relationships. We will also help you find the people who care deeply about your organization and are prime to join your legacy society. Secret – you probably already know them!


IV. Gift Acceptance and Endowment Building Policies

  • When: 12pm-1pm, May 10th, 2022
  • Location: Hybrid Zoom and 443 Oak Street – Brinkman Conference Room
  • Trainers: Karen O’Connor
  • Details: When you start to receive legacy gifts, your organization is going to be offered gifts that you haven’t be offered before. How do you know what gifts you can accept or may not be able to accept? In this session, we will discuss the importance of creating a gift acceptance policy. We will discuss how the board should be involved in this process as part of their board governance. Part two of this session will allow your organization to focus on a plan to have the discipline and long-term vision to create an endowment plan.


V. Endowment Building Shark Tank: Sustaining the Momentum to Build Your Endowment and Ensure Your Mission for the Future

  • When: 12pm-2pm, June, 14 2022 (Nonprofits will be assigned a 15-minute time spot to present)
  • Trainers: Helen Beall & Tim Wohlgenant
  • Location: Hybrid Zoom and 443 Oak Street – Brinkman Conference Room
  • Details: We will bring it all together! In this session, you will present your work to the group and receive ideas and feedback as you move forward.


VI. Cohort Completion Celebration!

  • When: 12pm-1pm, July 13th (Note, this is a Wednesday)
  • Location: In person, outside
    Everyone is invited!

Every day we meet with partners, new and longstanding, to pass on our passion to build a better Yampa Valley. If you have a passion, we can help you find the best way to pass it on.