October 2011
Sonoma Valley Fund Partner Newsletter


In This Issue
New Research Sheds Light on Bequest Giving
Partner Support Committee Adds Three New Members
Endow Sonoma Valley Month
Successes in Legacy Giving Programs
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Welcome to the second edition of the Sonoma Valley Fund Partner Newsletter.  Periodically we will use this newsletter to communicate items of particular interest to our non-profit partners (that are not necessarily of interest to our general newsletter readers). 

Lookout for the next issue of our Partner Newsletter in early December, 2011.  If you would like to contribute to the newsletter, send your article to Joshua Rymer no later than November 30th.

We'd appreciate any feedback you have on both the content and the form of these types of communications.  Also, if you would like us to add any of the other people on your staff or on your Board to the mailing list, please just let us know.

Research Sheds Light on Bequest Giving 

Article from The Chronicle of Philanthropy  


While most types of contributions slow in tough economic times, giving through charitable bequests usually grows during a recession, fund-raising experts say.

Three studies presented at the Association of Fundraising Professionals conference in 2009 seek to help non-profit groups do a better job of soliciting such gifts by offering insights into which donors are most likely to remember charities in their wills, and why.

Even though these data were presented in 2009 we thought that they were still relevant today given the on-going economic uncertainty. 

New Research on Planned Giving  

Sonoma Valley Fund's Partner Support Committee Adds New Members 


The Partner Support Committee of the Sonoma Valley Fund has recruited three new members who we thought you would want to meet.  We'll profile them over the coming months.  First up is Terri Miller.   


Terri Miller
Terri Miller

Terri Miller has dedicated her professional life to serving the nonprofit sector.  An avid volunteer from a young age, Terri earned her Bachelors Degree in Sociology and later her Masters in Public Administration, with an interdisciplinary major in nonprofit management. Terri served as a Director of Development & Communications for 11-years before she was recruited to serve as the Director of Consulting Services for a San Francisco-based firm.


In January 2004, Terri launched TLM Consulting, allowing her to work with a diverse array of nonprofit organizations-large and small-helping them to develop the tools and resources they need to achieve their organizational goals. Terri's consulting work includes grant writing, individual donor campaigns, copy writing, marketing & communications, strategic planning & organizational transition, board development, and executive coaching. 


In addition to her consulting practice, Terri Miller serves as an adjunct faculty member at San Francisco State University where she teaches a graduate level course in Strategic Planning. She also serves as the Board President of Global Community Monitor, an international environmental health and justice organization based in the Bay Area. Terri resides in Sonoma Valley with her husband, Caleb, and their two dogs, Sunny and Taj.     


Look out for profiles of the other new committee members, Kathy Hodgson and Jerry Biers, in upcoming Newsletters.   


Announcing "Endow Sonoma Valley Month"  

Sonoma County and the City of Sonoma both Designate October 2012 for Legacy Giving  


The Sonoma Valley Fund was organized some five years ago with a goal of creating a sustainable source of funding for Valley non-profit organizations through legacy giving and charitable bequests. Significant progress has been made. Now, Sonoma Valley Fund announces the launch of an important new legacy gift informational program - Endow Sonoma Valley Month.

Endow Sonoma Valley Month is envisioned as a month-long series of public events, seminars, and expert panel discussions designed to build increased awareness within Sonoma Valley of the benefits and mechanics of legacy giving.

For staff and board members of Sonoma Valley Fund's non-profit partners and other interested local charitable organizations, experts will address issues dealing with the creation and effective promotion of legacy giving programs. Other events will bring together the Valley's non-profit organizations to share legacy giving experiences and best practices.


All educational events will be free of charge and will be held in a variety of locations across the Valley, including several hosted by SVF's non-profit partner organizations. The month will culminate in a celebration of legacy giving event open to all who attended or participated in any of the "Endow the Valley Month" activities.

For additional information and to volunteer to making this an important event, please contact Joshua Rymer
Successes in Legacy Giving Programs

Several of Sonoma Valley Fund's non-profit partners have started legacy giving programs.  We thought that it might be useful to share some of the success stories, from the perspective of these organizations.   We'll try to include one or two success stories in each edition of this newsletter.  If you have a story you would like to share in our next edition, send it to Whitney Evans no later than November 30th.  

"The recent momentum of the Boys & Girls Club's legacy Boys & Girls Clubs SV Logo giving participation through their Heritage Club is wonderful to witness because of the opportunity that it represents for the long-term ability for BGCSV to impact the lives of Sonoma's youth.  Two critical actions taken by the Club have been to have a majority of board members join the Heritage Club, and we hosted a Heritage Club luncheon attended by 35 people to hear about our College Bound successes and to understand  how they can help perpetuate that kind of success.  The building blocks that have been laid by the Sonoma Valley Fund have paved the way for individual organizations  in the Valley, like the Boys & Girls Club, to gain traction on their endowment growth."
Dave Pier - Executive Director


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




Whitney Evans

Past-President and Chair of Partner Support Committee

Sonoma Valley Fund

Sonoma Valley Fund Logo  

Sonoma Valley Fund
Box G
Sonoma, CA 95476
An affiliate of Community Foundation Sonoma County