We recognize that the first place donors often turn to when thinking about philanthropy is their trusted professional advisors. SVCF helps advisors identify the best charitable solutions for their clients. From establishing a donor advised fund or a supporting organization, to providing back office support for your clients' private foundation, to providing the due diligence for international grantmaking - SVCF can do all this and more.
As a comprehensive center for philanthropy, SVCF provides you with a team of experienced philanthropic advisors to partner with you to offer an array of customized services to your clients.
Our Unique Expertise
Few organizations have the expertise and ability to solve complex charitable goals like SVCF. We work closely with professional advisors to help you identify the best ways to meet your clients’ financial goals as well as accomplish their charitable giving objectives. Many of your clients already might be donating to the local, regional or international organizations they care about. SVCF can help them create a plan to achieve greater impact.
Silicon Valley Community Foundation hosts educational events and seminars for professional advisors on topics relating to charitable giving and your clients’ philanthropy. Engaging lectures, dynamic panels and seasoned experts provide fresh insight on helping high-net-worth clients maximize their charitable giving.
Our annual Conference on Charitable Giving is presented by SVCF and Stanford University’s Office of Planned Giving and is sponsored by leading financial institutions. It is held in the spring on the Stanford campus. Visit Conference on Charitable Giving for more information. To be added to our professional advisor mailing list please sign up using the sidebar on this page.
SVCF staff is also available to make presentations on charitable giving strategies at your firm or help support a client event focused on philanthropy.
Help with Complex Gifts
At SVCF, we are experts at accepting complex assets such as restricted or pre-IPO stock. We’ll work directly with you and your clients to assist in funding their philanthropy using these non-traditional assets. We can transform assets into a charitable resource to help alleviate some of the tax ramifications often associated with appreciated assets or a liquidity event. And we offer an array of funds and other giving options to match your clients’ personal goals and unique situations. Our staff does the heavy lifting, so that your clients can be free to focus on the most satisfying aspects of giving—choosing charities and dreaming up new ideas.
Even if your client is another nonprofit, SVCF can assist other nonprofit organizations who might need help accepting complex assets. SVCF works with several charitable organizations to take the stress out of giving and allow donorsof those organizationsto be philanthropic.
Access to SVCF Resources
Professional advisors have priority access to SVCF resources specifically tailored for your needs. These resources range from a dedicated team of philanthropy experts, to printed materials, online materials and other resources. SVCF is also available to provide trainings on philanthropic topics to members of your organization.
Our professional advisor e-newsletter is distributed monthly. It includes information about upcoming events, charitable giving legislation, articles guest-authored by experts and updates on our latest activities. If you would like to receive this e-newsletter, please sign up here.
Professional Advisor Hotline
For more information on SVCF’s funds and services, and how we work to support you and your clients’ charitable goals, contact us at 650.450.5444 or email@example.com.