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What is a Legacy Gift?

A legacy gift is an investment that provides endless support to charitable causes. It’s an investment in the future … the future of our Valley. It’s a gift … a promise without end, made by you to your children and grandchildren in support of your community. Legacy gifts are made possible by you … those who have lived and embraced all that our valley has had, will have and can have.

Legacy gifts are permanent. They are funds with the requirement that the proceeds are committed to be spent on charitable gifts. During the life of the Legacy gift, the balances are invested, earning income that is then spent to support charitable works along the way.

There are three types of legacy gift to choose from: Legacy Gifts for the Common Good, Field of Interest Legacy Gifts, and Designated Legacy Gifts.

A Legacy Gift for the Common Good is a gift that allows the Sonoma Valley Fund to respond to the constantly changing needs of the Valley. This type of gift is not limited to a specific cause, but available for the most critical needs of the community as they arise.

A Field of Interest Legacy Gift is a gift that helps sustain programs or organizations in specific areas of interest. These programs and organizations are selected by the donor and reflect his or her passion in areas such as education, health and human services, the arts, historic preservation and environmental protection, to name a few.

A Designated Legacy Gift is a gift that provides a source of support to a nonprofit organization selected by the donor. Is there a nonprofit organization whose charitable work is your passion? You can endow your favorite nonprofit organization through a designated legacy gift.

A legacy gift is a gift of hope

Legacy Gifts are a source of permanent support for causes that make the Sonoma Valley an even more extraordinary place to live, work, retire and enjoy life for generations to come.

To learn more about Giving Options

Giving Through SVF

 

Gary & Marcia Nelson saw a significant need in the care of the uninsured in our valley. They founded the Gary & Marcia Nelson Emergency Care Fund to support the Sonoma Valley Hospital‘s care for uninsured people.  Then they selected the Sonoma Valley Fund and its parent, Community Foundation Sonoma County, to manage the investments and support their marketing efforts in the community. Gary and Marcia said, “We selected the Sonoma Valley Fund as the home of our fund because we believe that its mission to provide a permanent source of charitable funds for our valley is of vital importance.”

"We established the Nelson Emergency Care Endowment for Sonoma Valley Hospital with the Community Foundation for its cost-effective administrative support, counsel and financial management and enjoy working with its local affiliate branch, the Sonoma Valley Fund”