Participation in the cohort requires at least one professional staff member and one board member of the organization to commit to participating in the monthly training sessions.
As part of the program, participating organizations will draft a development plan that integrates endowment building and planned giving into your solicitations, marketing and stewardship. This plan will include a prospect portfolio, cultivation and stewardship strategies and metrics (visit and solicitation goals), gift acceptance and endowment policies and implementation timeline. A template will be provided at the first session.
Before the program begins, your organization will demonstrate its commitment to future sustainability through the adoption of a board resolution or vote to open an endowment fund at Rose Community Foundation and participate in the 2019-20 Nonprofit Endowment Cohort Program.
Organizations that successfully complete the cohort program and fulfill the above requirements will be eligible for up to $10,000 from Rose Community Foundation to be contributed into the organization’s endowment fund.
For more information, please contact Anita Wesley at firstname.lastname@example.org.