Planned Giving Program Application

Planned Giving Program Application

The information collected from survey will only be accessible to VCCF staff and not shared with any other individual or organization.
Organization Name
Organization Primary Contact

First Name Last Name
Contact Title
Contact Email
Contact Telephone

Planned Giving and Endowment Building Plans
Is building an endowment currently included in your organization’s strategic plan?

Yes No
Is planned giving part of your organization’s long-term growth strategy?

Yes No
If yes, describe briefly your organization's goals with regards to endowment building and planned giving. What does success look like?
Briefly describe three of your organization's challenges with regards to endowment building and/or planned giving.
What are your expectations of this program as it relates to endowment or planned giving for your organization?
Through this program, which of the following would be your primary objective?

Develop a central infrastructure (e.g., gift acceptance policies, staffing, donor database) to prepare for the acceptance of planned gifts. Develop your organizations capacity to effectively implement a systematic process to cultivate, solicit, and steward your current donors/prospects for endowment gifts.
What other long-term expectations do you have for your organization through your participation in this program?

Operations
Over the past three years, has your organization had a positive year-end financial statement?

Yes No
If "no," please explain:
Does your organization have an operational reserve fund of at least 6 months?

Yes No
Staffing
Does your organization have one (or more) development staff?

Yes No
Number of Development Staff

Fundraising and Development
Please indicate the approximate percentage of annual income you receive from the following areas:
Individual Contributions (annual campaign, events, direct mail, membership) %
Program or Service Fees (earned income) %
Corporate or Private Foundation Grant %
Government Grants %
Planned gifts %
Approximately how many donors contributed to your organization last year?
What percentage of board members contribute annually?
Does your organization have an already existing endowment(s)?

Yes No
Should be Empty:

Planned Giving and Endowment Building Plans