Incubator San Diego – Organizational Mentoring for Planned Giving & Endowment – app. due July 18, 2014

Purpose: to provide resources and hands-on mentoring for local nonprofit organizations developing and implementing endowment programs and planned giving activities for their long-term financial stability.

Problem: 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 a program started.

Solution: A tested program to encourage, instruct, nurture, and support select local nonprofit organizations on their path to establishing and operating successful and appropriate planned giving and endowment-building programs. This is an organizational mentoring program, modeled after a successful one launched in Silicon Valley in 2000, and in San Diego in 2010.

Selection Process: Nonprofit organizations must submit a written request by Friday July 18, 2014, and will be notified by Friday July 25 regarding acceptance. We will select up to seven, with a maximum of 10 total nonprofits enrolled at any one time. Follow-up activities and services will take place throughout the two-year period, ending officially by June 30, 2016, starting with the following:

Applications from c@lukoff.org Deadline July 18, 2014
Questions: Colleen R. Lukoff, c@lukoff.org or 760-591-9455

Date/Time (all meetings at Scripps Memorial Hospital La Jolla, Schaetzel Center, Walker Room, 9834 Genesee Ave., La Jolla, CA 92038.
Friday July 25, 2014 – Groups notified of their selection
Monday August 11, 2014 – 10:30-11:45 a.m. – Mentee meeting
Monday August 11, 2014 – 12:00 – 1:30 p.m. – Mentor lunch meeting
Wednesday September 3, 2014, 8:00 a.m. – 1:15 p.m. – Kickoff – Planning Training Meeting
December 1, 2014 – Written Reports Due
Monday February 2, 2015, 12:00 – 1:30 p.m. – Mid-point check-in meeting
Monday June 8, 2015, 12:00 – 1:30 p.m. – Final Check-in Meeting, Final Written Reports

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