SVCF's customized services are designed to help you and your clients manage any, or all, of the daily tasks associated with charitable giving.
Silicon Valley Community Foundation can work with donors, including private foundations and nonprofits to provide consulting services. Whether your clients are looking to invest in charitable assets, hate paperwork, or simply don’t have time for ongoing management, we can help. It's easy to set up customized services. When you partner with Silicon Valley Community Foundation you receive cost-effective solutions, personalized service and professional advice.
Ways we work with professional advisors:
Back office services
The expert finance and administration team of SVCF can perform key services such as due diligence or grants administration. We are experts in complying with the complicated laws and regulations that govern charitable assets and domestic and international giving. We can provide grants and gifts administration, accounting support, and help set up and monitor your client’s operating and grants budgets to ensure utmost compliance. SVCF can also prepare your client’s 990 and annual audit, providing peace of mind and allowing you to focus on mission and impact.
Generational giving strategies
SVCF supports families in engaging the next generation of givers in a highly customized way. We work with each member of the family to identify what matters most to them through a unique values-seeking exercise, allowing individual voices to be heard. We can help families build consensus around their philanthropic goals with input from each family member. SVCF then works with the family to build out a giving plan that accurately reflects your values and motivations, while also considering different styles of giving. We can help your client create guiding principles, outline meaningful roles and coach on best practices, and build out a family giving strategy.
Strategy and program design
Clearly defined goals and motivations are critical in making sustained and successful impact. SVCF can help to hone the goals of your client’s philanthropic activities and create mission and vision statements that ensure thoughtful philanthropy for years to come. We can work with your client to research and develop core components of your program or giving strategy. We can help develop a deeper understanding of your client’s field of interest or focus area by benchmarking key activities and approach against peers.
Don’t see what you’re looking for? Contact us at firstname.lastname@example.org to learn how SVCF can help you achieve your philanthropic goals.