We invite your organization to become a member of the Nonprofit Partnership Program. Your participation will help create a movement in the San Diego region to ensure the long-term health and success of the nonprofit sector.
What are the Benefits?
Benefits for Nonprofit Partners include:
- Listing of participating organization and website link on the Endow San Diego Website
- Nonprofit Partner orientation session
- Technical support for planned giving
- Regular electronic communications
- A Planned Giving Toolkit (including forms, collateral materials, ads, articles, etc.)
- Reports on how the initiative affects and impacts the region
- Training sessions in specific topics of interest (i.e. fundraising, marketing, financial management)
- Forums to discuss ideas, progress, and strategies
- A comprehensive advertising and marketing campaign supporting Endow San Diego
- List-serve for peer-to-peer assistance/counsel
Nonprofit Partnership Program FAQs
Who can participate?
Participating nonprofit organizations must meet the program’s partnership requirements, which include having a strong commitment to endowment and a signed board resolution confirming this commitment.
What’s in it for The Foundation?
The Foundation's endowments will increase, as will endowments at other organizations. This new initiative supports The Foundation's mission of building and preserving assets for the nonprofit community.
Does your endowment have to be at The Foundation?
No. It is up to the donor and then each organization. This is a multi-year, regional initiative to perpetuate endowments that are truly permanent, regardless of where they reside.
How does The San Diego Foundation define “endowment”?
“A gift permanently set aside and invested by a charity with only the income used for charitable purposes.”
Will this program diminish your existing fundraising efforts?
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 endowment, your organization’s fundraising efforts will be multiplied. Technical support and tools provided to you as a partner will increase the expertise and scope of your development staff.
Will this effort take away your existing donors?
No. The thrust of this promotional campaign is to get people to create endowments without directing them to a specific organization or cause. 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.
What are the Requirements?
As a partner in Endow San Diego’s Nonprofit Partnership Program, guidelines are provided to move towards the common goal of increasing endowments in the San Diego Region. Nonprofit partner requirements include:
- Have been incorporated a minimum of five years and currently operating as a government approved charitable organization; be affiliated with The San Diego Foundation via a fund or supporting organization; or be approved by The Foundation Board of Governors.
- Make and demonstrate a commitment to endowment with:
• Signed Commitment Form
• Signed Board Resolution
• Completed Website Link Authorization Form
• Implementation of policies and procedures designed to preserve and protect endowment in perpetuity
• Establishment of specific organizational endowment goals
- Abide by the National Committee on Planned Giving’s Model Standards of Practice
- Timely report of progress in a format provided by The San Diego Foundation
- Actively participate in Endow San Diego nonprofit forums, showing collaboration and idea sharing with colleagues
- Schedule periodic Endow San Diego presentations to update your board on the progress of Endow San Diego
- Share success stories and unique gift stories for use in newsletters and websites
- Develop and implement a budget to support a planned giving program (if not existing).
Want to Become a Partner?
Please call (619) 235-2300 for more information about becoming a Nonprofit Partner or e-mail info@endowsandiego.org.
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