Fund

Everett Charitable Trust

Focus: Nonprofit Endowment

In 2018 and 2019, Everett Charitable Trust has a focus on building the capacity of nonprofits to start or grow their own endowment fund in order to protect the future health of nonprofits.

History and Funding Focus

Everett Charitable Trust

  • The Everett Trust was created in 2001 from the estate of Esther M Everett. Her desires were to fund charitable projects in the Pikes Peak region.
  • Historically, a competitive grant application process was administered to award funding. There will not be an application process in 2018 or 2019. Instead, workshops will be offered to nonprofits to grow their capacity to grow their own endowment.
  • In 2018, workshops and technical assistance will be offered to nonprofits.
  • Intensive endowment building technical assistance will be provided to a small cohort of nonprofits who currently hold an endowment fund with Pikes Peak Community Foundation. This will be a pilot project to assess effectiveness.

Timeline

  • June-October 2018: Five workshops focused on endowment building will be offered to nonprofits.
  • October 2018: Intensive technical assistance program will launch with select cohort.
  • There is no competitive application in 2018 or 2019.
PARTICIPATE

Join us at a workshop!

We will keep this section updated with upcoming endowment building workshops in 2018. These will be open to all nonprofits.

Register

All workshop times are 9:00 AM – 12:00 PM, Gold Hills Police Substation
June 27: Nonprofit Endowment 101
Participants will assess the readiness of the organization for planned giving, explore the importance of endowment building, discuss trends in the national scene around the transfer of wealth, and hear from local nonprofit professionals with success in building endowments.

July 25: Storytelling and Your Why
How do you communicate your impact and need for long-term support? We’ll dive into your organization’s mission, make an endowment case statement, and talk about the difference you make through the lens of storytelling.

August 29: Strong Leadership and Financials
A clear vision with strong leadership and a solid financial base is the key for sustainability. Have you identified key board and staff leadership to accomplish your goals? What elements are critical for successful planned giving and fundraising for your organization? Do have reserve funds set aside?

September 26: Your Prospects & Donor Base
This session will look at your current donor base, as well as identify personas for possible prospects to help fund your vision and impact. We’ll discuss engaging current donors in your planned giving, developing a prospect list, and stewardship for current and potential donors.

October 24: Planned Giving and Endowment Policies
We’ll discuss options available for endowment structures and provide resources/policies to guide your decision making as you move forward, including gift acceptance, endowment management and spending policies.

Endowment Readiness

We believe in the power of long-term sustained funding for nonprofits that will see you through the future. It takes work. Here is a checklist of items that will prepare you for an endowment. We aim to provide training and technical assistance in these areas.

  • Do you have a clear vision for the future?
  • Do you have a strategic plan to achieve your vision?
  • Do you have a solid donor base?
  • Do you have a donor stewardship program?
  • Do you have a planned giving program?
  • Do you experience consistent financial stability?
  • Do you have six months of operational funding in reserves?
  • Do you have strong staff and board leadership?
  • Do you have staff time and expertise to pursue an endowment strategy?
  • Do you have board members who are ready to personally make lead gifts toward an endowment?

If you have questions about the Everett Charitable Trust, contact Shelby Bobst at (719) 445-0601, or sbobst@ppcf.org