We help donors give at the local, state, national and global levels – we really have a very far reach. I’m excited to see the re-centering of community as our focus. The inequities that we see in our community are grave, and philanthropy can play a role in narrowing that gap.
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I’m very committed to the work in the community, especially as that work intersects with racial and social justice. That includes their current giving as well as any giving that would intersect with their estate and financial planning.
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I have focused my practice on philanthropy because I enjoy helping individuals and families figure out how to have the greatest community impact they can with their philanthropy. I am a tax attorney by training, so the tax aspects of charitable giving intersect with my work regularly. I also have extensive experience working in development for higher education institutions, including leadership fundraising roles in campaigns for The Ohio State University Wexner Medical Center and its Health Science Colleges Kenyon College and the University of Vermont. I oversaw all aspects of gift planning, legacy, endowment and nonprofit fund programs at the Jewish Community Federation & Endowment Fund and The San Francisco Foundation, two of the oldest and largest community foundations in the country. I have worked in the philanthropy field for about 20 years, half of that in the community foundation space here in the Bay Area. Together, we create and implement lifetime and legacy philanthropic gift plans utilizing donor advised and endowment funds, charitable trusts, estate commitments and other charitable giving solutions to maximize community impact. I provide philanthropic counsel and consultation services to donors and families.
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Those gifts mainly fund our endowment, which is our permanent fund that provides annual resources to the local community, to meet ever-changing community needs. I oversee our planned giving program: our fundraising efforts to raise money through estate and trust gifts. I have been at Silicon Valley Community Foundation since July 2021. How long have you been at SVCF? What is your role?
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SVCF is reviving an occasional series in which we present Q&A-style profiles of some of our staff members.