YOUR COMMUNITY.  YOUR LEGACY.

SONOMA VALLEY FUND

TAKING CARE OF BOTH.

June 2016
Sonoma Valley Fund Newsletter

 

In This Issue
SVF Development Events
SVF Teaches Legacy Giving
Sonoma Wine Country Weekend Collaborates with CFSC
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Kick-Off Development Party at Grandys Gets an Encore

Art and Margaret Grandy hosted the first Sonoma Valley Fund development event at their home ("The Haunted House") on March 23rd and will host a second on June 29th. 

Close to thirty people were in attendance at the March event. After some great wine and hors d'oeuvres (by Bob Rice of Breakaway Cafe) founding SVF Board President Whitney Evans, plus board members Kimberly Blattner and Valerie Pistole described their personal experiences in working with Community Foundation Sonoma County (CFSC) and SVF to establish their planned gifts.

Kimberly noted how easy it was to set up and modify her charitable gift plan. Working with the professionals from CFSC, she said that updating her gift plan is as simple as sending an email or making a call.  

Whitney talked about how important it was to have a strong, local institution be the fiscal steward of his family's charitable legacy to the Valley.

Co-President Peg Van Camp wrapped up the evening and urged all who are interested in either legacy giving or becoming a current donor to follow up with Board members or the professional advisors at our our partner organization -- Community Foundation Sonoma County. 
Sonoma Valley Fund Shares Legacy Giving Expertise with Six Valley Organizations

On April 29th, Current and past Sonoma Valley Fund Board members shared a model for legacy giving with several valley nonprofits, including: La Luz, Sonoma Valley Hospital Foundation, Sweetwater Spectrum, Vintage House and the Sonoma Valley Museum of Art. The Museum hosted the event and in the adjoining photograph, you can see Miguel Ruelas, Director of Philanthropic Advising at Community Foundation Sonoma County getting specific. 

The audience was treated to a presentation by Harriet Derwingson, former President of both Community Foundation Sonoma County (CFSC) and SVF. Harriet described how she and her husband, Randy Derwingson, had developed a program in conjunction with the Sonoma Valley Museum of Art board, to identify and build lasting relationships with both current and prospective legacy donors.  

Miguel Ruelas and J Mullineaux of CFSC described their experiences working with individual donors to create planned gift agreements. Miguel and J's experience provided insights into how nonprofit boards and executives can empathize with donors and enhance their experience. 

Current SVF Board member Suzanne Brangham told her personal story of how CFSC provided detailed expertise to enable her giving and to maximize her impact.

This was actually the second such event by SVF Board members. Pets Lifeline participated in a trial run of the workshop in March. 

The event was organized by Peg Van Camp, Kimberly Blattner, Whitney Evans and Harriet Derwingson.
Sonoma Wine Country Weekend Collaborates with CFSC

Sonoma County Vintners are going to have SVF partner, Community Foundation Sonoma County (CFCS) guide hundreds of small bequests to county charities. The monies distributed come from the millions of dollars raised at the vintners annual Sonoma Wine Country Weekend auction.

Sonoma Wine Country Weekend, the county's largest wine and food charitable event, and one of the top three U.S. charitable wine auctions, has raised $20 million to date. This new collaboration with CFCS leverages the Community Foundation's giving expertise with the vision and generosity of Sonoma County's evolving wine industry. Specifically, Sonoma Wine Country Weekend has engaged CFCS to manage the industry's large scale community grants program. 

This collaboration ensures that the funds raised will have the greatest possible community impact. And as Sonoma Wine Country Weekend grows, so will it's philanthropic impact.

For more information on this new partnership, please  visit:  Wine Country Weekend

Cheers!
As always, you can learn more about the Sonoma Valley Fund by visiting our website: Sonoma Valley Fund.

 

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Sincerely,

Donald Van de Mark, Sonoma Valley Fund

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www.sonomavalleyfund.org
An affiliate of Community Foundation Sonoma County