Photo: Resilient Retreat Acorn Society

A Legacy Giving Program Takes Root at Resilient Retreat

Posted on April 24, 2024 by The Resilient Retreat Team

Editor's Note: Through a collaboration with the Indiana University Lilly Family School of Philanthropy, The Patterson Foundation's Nonprofit Internship Program connects students at the school with opportunities at nonprofits in the Suncoast region. A successful internship results in students gaining priceless experience and insight into nonprofit work, while a nonprofit gains valuable completed projects from students educated at the world's first school of philanthropy. The Patterson Foundation aspires to strengthen students and regional nonprofits through the Nonprofit Internship Program to build a stronger philanthropic sector and society.

 

At Resilient Retreat, we believe in fostering personal empowerment through accessible, confidential, evidence-based programs and education for survivors of trauma, first responders, and helping professionals. But it's not just individual growth we champion – we're also dedicated to securing our own stability and long-term impact so we can continue providing programs and services at no cost. That's why the fall semester of 2023 marked a pivotal turning point for us: the creation of our legacy planned giving program. And we couldn't have done it without a remarkable intern – Kimberly Hestermann, and the invaluable support of The Patterson Foundation.

As part of The Patterson Foundation's Nonprofit Internship Program, Kimberly joined our team as a remote legacy planned giving intern. From Day 1, it was clear her passion for the cause mirrored our own. Every weekly Zoom call resonated with focused energy and insightful contributions. But Kimberly's impact transcended mere meetings. She listened carefully and used her creativity in designing the program branding and logo using the acorn as the central visual (see sketch), beautifully weaving the theme of planting a seed for future generations with the Tree of Life in our logo and the wide variety of trees on our campus. Together, we agreed that our legacy planned giving society will be named the Acorn Society. The attached photo is what we plan to use as a small gift of thanks for legacy planned giving donors, an acorn vase using acorns from trees on our campus as a living reminder of growing roots for the future sustainability of a mighty Oak tree.

Kimberly dove headfirst into research, meticulously designing everything we needed to launch our program. From statistics to software options, she found ways to dig deeper and examine the project from all angles. Thanks to Kimberly, we vetted a software company (Free Will) and connected with one of their current non-profit clients to ask questions about their experience with legacy giving software in general and Free Will specifically. This conversation was invaluable to our process, saving us time and money.

Kimberly's talent went beyond theory and research. She produced a captivating brochure outlining our vision and strategy, sleek branding materials, engaging social media templates, and a polished presentation to educate our board and donors. Each element will help us lay the foundation of our planned giving program.

Our planned giving strategy is ready to launch!

We cannot thank The Patterson Foundation enough for recognizing the potential in Kimberly and our mission and for bringing us together. We believe Kimberly embodies the spirit of legacy—building something bigger than yourself and leaving a lasting mark on the lives we touch. Together, we've planted the seeds of a vibrant future, one where empowered individuals and a thriving organization leave a lasting legacy of well-being in our community.

From the bottom of our grateful hearts, thank you.

4.24 Resilient Retreat


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