Senior Advisor, The Family Office of Philanthropy

Senior Advisor, The Family Office of Philanthropy

Marin Community Foundation

Novato, CA   |   April 24, 2020

About Marin Community Foundation

The Marin Community Foundation (MCF) is a grant making public charity, founded with one simple aspiration: to make a difference in the lives of others through thoughtful, effective philanthropy.

The mission is to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community’s quality of life, now and for future generations.

MCF is the philanthropic home for approximately 500 families who live in or have ties to the San Francisco Bay Area. Derived from their generosity, MCF makes grants to nonprofit organizations and charitable programs, distributing more than $150 million dollars each year locally, nationally, and internationally.

MCF’s headquarters are located just 20 minutes north of the Golden Gate Bridge in Hangar 5 of Novato’s iconic Hamilton Landing, a former Air Force base. The beautiful office features water views and is a hub of activity, with nonprofits and community members frequently on site for meetings and to view the latest art exhibit. MCF also has a satellite office in San Francisco’s Jackson Square neighborhood, currently used primarily for meetings with clients and constituents for whom the city location is most convenient.

For more information, please visit MCF’s website here.

The Opportunity

The Senior Advisor will work within MCF’s Family Office of Philanthropy as a key advisor to high level clients. The Family Office of Philanthropy (TFO) manages relationships with a portfolio of individuals and families who have philanthropic vehicles at MCF with assets of $5M or more, also known within MCF as Virtuoso funds.

The Senior Advisor will join a small team dedicated to serving these clients. They will take on a targeted portfolio, developing relationships and providing ongoing advice, structure, support, and/or strategy for each client’s charitable giving.

TFO is dedicated to building long term partnerships with clients to help facilitate their grant making and achieve their philanthropic goals.

Sitting within MCF’s Philanthropic Partnerships Department and reporting to the Senior Director of TFO, the Senior Advisor will:

  • Serve as a philanthropic advisor to the individuals and families who have established Virtuoso funds and manage MCF’s relationship with these clients and, when appropriate, with their next generation(s);
  • Encourage, inform, support, and facilitate client’s grantmaking with a strategic lens and create a tailored philanthropic journey for each client which may include all or some of the following: develop and implement a giving plan and funding strategies; facilitate family philanthropy programs and family philanthropy retreats; conduct issue-specific landscape research and organization analysis; establish philanthropic budgets including spend down and legacy plans; manage prospective and current grantee relationships through site visits and proposal development, review, and negotiation;
  • Work closely with clients’ wealth management teams, family office staff, and other professional advisors and consultants to ensure that clients’ philanthropy is coordinated with their overall wealth management and stewardship;
  • Deliver on projects based on the needs and expectations of each client, sharing expertise and feedback where appropriate;
  • Monitor key issues, trends, and policy changes affecting the philanthropic sector;
  • Meet and communicate with nonprofits and thought leaders with regional, national, and international issue expertise to better meet the needs of clients;
  • Facilitate new charitable gifts to existing funds, in partnership with the client’s professional advisors and with MCF’s Philanthropic Planning team; and
  • Deliver the highest level of client service and develop deep relationships that extend beyond transactional client support.
Candidate Profile

The ideal candidate will have the following professional and personal qualities, skills, and characteristics:

A Trusted Advisor and Partner

The Senior Advisor will be experienced in working in close collaboration within a team and in service of high net worth clients. They will have a proven track record of working with institutions, individuals, families, and/or other complex entities to help them achieve greater impact. The Senior Advisor will have a consultative, curious, and participatory style, working in close partnership with clients and leading them through influence to actualize goals. They will focus on the small details, while simultaneously working on high levels of strategy. The Senior Advisor will be highly adaptable, possess strong people skills and have deep empathy. To do this work well, you must be inquisitive, analytical, adaptable, perceptive, an extraordinary listener, and demonstrate high levels of emotional intelligence.

A Strong Relationship Builder and Communicator

The Senior Advisor will be innovative, ambitious, and experienced in establishing and building strong working relationships in furtherance of a client’s goals. They will have a sophisticated personal presence and outstanding communication abilities, both verbal and written. The Senior Advisor exemplifies leadership and inspires confidence across a diverse range of stakeholders. They have a keen awareness of when to provide direct leadership and when to guide from a distance. The Senior Advisor will be a skilled facilitator, experienced at navigating family dynamics, and a trusted partner to their clients. They will be a cornerstone of the TFO team.

A Dedication to Client Service and Passion for the Mission

The Senior Advisor will embody the MCF hallmark of customer service. They will embrace the dedicated nature of the MCF culture and will roll up their sleeves along with their colleagues to deliver the highest levels of quality client service. The Senior Advisor will have a demonstrated passion and commitment to working with individuals and families of wealth on their philanthropy. They will enjoy working in a small team that leverages its own expertise with the knowledge and influence of the broader department and organization. The ideal candidate is an individual of unquestioned integrity and ethics who operates in alignment with MCF’s values, and who can be trusted without reservation.

Prior experience working in philanthropy and/or the nonprofit sector is required. MCF is an equal opportunity employer.

MCF Benefits

MCF is proud to offer premier employee benefits. In addition to comprehensive healthcare coverage, MCF provides partial fitness and cell phone reimbursements, annual professional development budget, monthly volunteer hours, and a contribution to a 403(b) (equal to 12% of salary after 9 months of employment), among others. In addition, MCF offers some flexibility in work schedules, including the option of a compressed schedule or one remote day each week (after 6 months of employment).

Contact

Koya Leadership Partners, the executive search firm that specializes in mission-driven search, has been exclusively retained for this engagement. Alexandra Corvin and Ally Johnson are leading this search. To make recommendations or to express your interest in this role, please email mcf@koyapartners.com. All nominations, inquiries, and discussions will be considered strictly confidential.

About Koya Leadership Partners

Koya Leadership Partners, a member of the Diversified Search Group, is a leading executive search and strategic advising firm dedicated to connecting exceptionally talented people with mission-driven clients. Our founding philosophy—The Right Person in the Right Place Can Change the World—guides our work as we partner with nonprofits & NGOs, institutions of higher education, responsible businesses, and social enterprises in local communities and around the world.

For more information about Koya Leadership Partners, visit www.koyapartners.com.