Vice President, Complex Philanthropic Advising

advisorey.; Mountain View (CA); Presencial; USD 260.000 - 300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

Descripción de la vacante

A philanthropic advisory firm in Mountain View seeks a Vice President for Complex Philanthropic Advising, responsible for growing the advisory practice through client cultivation, team management, and complex gift strategies. The ideal candidate has over 15 years in philanthropic advisory or wealth management, with a strong grasp of tax issues and compliance. This role offers a salary of $260,000 to $300,000, alongside an attractive benefits package. Interested candidates should submit their resume and letter of interest.

Formación

• 15+ years of experience in philanthropic advisory, private wealth management, estate planning, or tax advisory for high-net-worth clientele.
• Expert knowledge of large gift transactions including private investment funds and planned gifts.
• Deep technical expertise in tax-related matters and compliance.

Responsabilidades

• Grow complex asset philanthropic advisory practice through new client cultivation.
• Advise donors, family offices, and professional advisors on charitable gift planning.
• Lead a team of client relationship managers and provide mentorship.

Conocimientos

Philanthropic advisory

Private wealth management

Tax advisory

Strong verbal and written communication

Relationship building

Leadership and supervisory skills

Strategic networking

Educación

J.D.

Philanthropic advising designation (e.g., CAP)

Descripción del empleo

Overview

Silicon Valley Community Foundation occupies a singular position in American philanthropy. Headquartered in Mountain View and founded in 2007, SVCF has grown into the largest community foundation in the world — managing over $18 billion in assets and distributing nearly $2.1 billion in grants in 2025. The Foundation operates at the intersection of institutional scale and genuine community proximity, with work rooted in San Mateo and Santa Clara counties to address gaps in housing, economic mobility, and educational access. SVCF deploys a full range of philanthropic tools to drive systemic change in collaboration with donors, corporations, government, and community organizations.

This role sits at the convergence of technical mastery and relationship-driven leadership as Vice President, Complex Philanthropic Advising.

Position Responsibilities

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, 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.

• Identifying new prospects and developing tailored cultivation strategies for those prospects with complexity of gifting, grantmaking, and/or investments
• Advising donors, family offices 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 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

Profile of the Successful Candidate

SVCF seeks a practitioner of genuine distinction, with command of the technical landscape matched by judgment and presence to serve as a trusted advisor at the highest levels. The successful candidate will be equally at home structuring a complex gift alongside a family\'s outside counsel as they are building internal systems and team culture that sustain a high-performing practice.

Within this framework, SVCF seeks a Vice President with the following attributes:

• 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

Additionally, the successful candidate will likely have:

• 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

Compensation

This position offers a competitive salary range of $260,000 to $300,000 and includes a comprehensive benefits package. We actively welcome all candidates from a wide range of backgrounds who have the skills to fulfill this role, regardless of compensation history.

To Apply

All inquiries are held in strict confidence. Interested candidates are invited to submit a resume and letter of interest to [e-mail]. Applications are reviewed on a rolling basis.

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