Vice President, Complex Philanthropic Advising

Silicon Valley Community Foundation•Mountain View, CA

21h•$260,000 - $300,000•Hybrid

About The Position

This is a full-time, exempt level position in Mountain View, California. HYBRID WORK SCHEDULE SVCF’s work environment is based on a holistic wellness approach and therefore, has embraced a hybrid remote/office work environment. All SVCF team members must be based and hold residency in California and must be able to regularly attend team and staff meetings, trainings and other gatherings in Mountain View when required. JOB SUMMARY The Vice President, Complex Philanthropic Advising is a strategic, client-facing role responsible for growing SVCF's complex asset philanthropic advisory practice through new client cultivation, exceptional donor stewardship, and sophisticated technical advisory. This position combines deep technical expertise in tax, estate planning, and complex asset gifting with consultative excellence and proven development capabilities. Reporting to the General Counsel and serving SVCF's Leadership Team, this role requires executive leadership, sophisticated technical knowledge, and a consultative approach to complex gifts, grantmaking strategies, and tax-efficient giving structures.

Requirements

15+ years of progressive experience in philanthropic advisory, private wealth management, estate planning, or tax advisory serving high-net-worth clientele
J.D.; philanthropic advising designation (e.g., CAP) desired but not required
Expert knowledge of complex and large gift transactions including private investment funds (including LP interests and GP carry), private company stock, digital assets, real property and planned gifts
Deep technical expertise in tax-related matters, including federal and state tax law and regulations, and comprehensive knowledge of legal requirements pertaining to fundraising, donor-advised funds (DAFs), supporting organizations, various charitable giving vehicles, and foundation compliance
Proven track record of driving and supporting new business development efforts — including prospect strategy, opportunity vetting, proposal development, and closing activities
Skilled in providing fiduciary oversight and advisory leadership for philanthropic compliance and tax to ensure regulatory alignment and best practices
Deep subject matter expertise in wealth, estate, tax, and philanthropic planning
Exceptional verbal and written communication skills, including the ability to explain complex topics in clear, accessible terms
Deep knowledge of philanthropic sectors, giving structures, and emerging trends, and the ability to translate that knowledge into practical strategies
Demonstrated ability to collaborate effectively across internal teams and external partners to deliver integrated philanthropic solutions
Strong strategic, leadership and supervisory experience
Demonstrated experience with high-net-worth donor advising and engagement through events and innovative, effective strategies
Strong networker with ability to build strategic relationships with donors and external partners and stakeholders
Excellent people and project management skills, with the ability to manage teams and work in diverse groups

Nice To Haves

J.D., Taxation LLM, CPA and/or extensive professional or investment/wealth advisor experience
A passion for community philanthropy and the common good
Commitment to philanthropy, impact strategies, and the advancement of the nonprofit community within SVCF's and donors' strategic priorities
Awareness of local, national, and international issues of importance to donors and the philanthropic sector

Responsibilities

Identifying new prospects and developing tailored cultivation strategies for those prospects with complexity of gifting, grantmaking, and/or investments
Advising donors, family office and professional advisors regarding charitable gift planning and opportunities
Collaborating with the General Counsel on major, complex and unusual gift prospects
Leading the development strategy to expand partnerships with individuals, professional advisors, family offices and corporations to drive new business revenue
Leading and developing a team of client relationship managers, providing technical mentorship, strategic supervision, and best-in-class complex philanthropic advisory support
Cultivating and fostering relationships with donors, ensuring effective stewardship, partnership and long-term engagement
Representing SVCF at current and prospective donor events, building strong partnerships, creating and strengthening referral networks and deepening relationships with attendees
Expanding SVCF's network and strategic partnerships to differentiate SVCF's brand and service offerings
Partnering with the General Counsel to establish team goals, work plans, and project priorities; managing and supervising staff to ensure SVCF goals are met
Developing and delivering compelling presentations to prospects and clients; creating and executing innovative marketing strategies that differentiate SVCF's complex philanthropic advisory services
Overseeing and coordinating with the Development department’s prospect assignment process
Establishing and managing the department budget
Participating actively in strategy development and implementation as a member of the SVCF Leadership Team
Other related duties as assigned.

Benefits

SVCF is committed to offering competitive salaries and comprehensive benefits.
The target hiring range for this position is $260,000 to $300,000 per year based on experience, credentials and internal salary equity.
Our comprehensive benefits package includes generous medical, dental, and vision plans; paid time off; holidays and employer contribution and matching to a 403(b) retirement plan.

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