Vice President, Philanthropic Planning

Date Posted: 
Mon, November 25, 2019
Job Type: 
Job Category: 
Company Name: 
Community Foundation Sonoma County
Job Description: 


Based in Santa Rosa, CA, CFSC has, for the last 35 years, leveraged its local knowledge and love of place to bring together community-minded donors and diverse nonprofit grantees to catalyze change in health and human services, emergency response, education, environment, arts and culture, and animal welfare. In 2018, CFSC held assets at $178 million, received contributions totaling $18.3 million, and awarded $13.5 million in grants to the community. CFSC is today recognized as the only Sonoma County organization poised to both harness the generosity of those who have been fortunate enough to have philanthropic resources, and to serve as their partners in making catalytic charitable investments.

Now, both the community and the Foundation stand at an inflection point, and the next five years will mark an exciting period of growth for CFSC as its new business model will provide a menu of opportunities for donors to better leverage their funds for local community investment. To this end, CFSC has charted a course with bold growth strategies through 2023, projecting to increase its assets by 35%, its contributions by more than 50%, and its grants made into the community by more than 75%. Building on its legacy of community partnership and on the momentum of having raised a $15M Resilience Fund for disaster recovery, CFSC is moving toward a new philanthropic model focused on impact and characterized by transformational relationships with donors that are inspired to “invest with” rather than simply “giving through” the Foundation.


In this period of extraordinary growth, this is an opportunity to lead work that really matters with a staff that genuinely cares; to have a seat at the table in a generous community that takes note of, appreciates and fuels your work; to support a community in need and to see the fruits of your labors daily in the news.

Reporting to the CEO, the Vice President, Philanthropic Planning (VP) will form an integral part of the executive team at CFSC, and in turn lead a team of six passionate, high performing colleagues in executing CFSC’s business plan and delivering on its growth goals.

The VP will draw on expertise in individual giving to lead an enterprise development operation, implement CFSC’s new impact-focused business plan, and drive significant growth of philanthropic revenue. The VP will serve as a key ambassador for CFSC in Sonoma County, developing and stewarding relationships that help donors find meaning, within a context of both deep community service orientation and quickly changing demographics.


Financial Resilience and Philanthropic Advising
Designs, implements and institutionalizes strategies to substantially increase assets, contributions, and grants over a 5-year horizon, consistent with the Foundation’s business model
Builds CFSC’s fundraising capacity to support organization’s endowment, donor advised funds, fields of interests, and other initiatives through thought partnership with senior leadership, board of directors, and advisory boards
Serves as principal contact for potential donors as “face of the Foundation”, with emphasis on individual major giving and planned giving
Leads development of fundraising skills among executives and board; supports a culture of philanthropy at the Foundation
Educates and engages professional advisors about Foundation services that could help meet their clients’ philanthropic objectives

Department Oversight
Sets and monitors department goals and objectives, including meeting or exceeding targets and areas including donor identification, cultivation, and development
Provides direct oversight of four employees in the Philanthropic Planning Department including performance evaluation, role designation, mentoring, and coaching
Recommends hires and conducts interviews and training, as relevant

Operational Excellence
Strengthens the Foundation’s individual giving program by reinforcing and introducing formalized moves management methodologies and systems; establishes a culture of active fundraising through strategic management of the donor pipeline
Establishes KPIs and relevant metrics to track philanthropic fundraising against growth goals while inspiring the Philanthropic Planning Department staff to reach targets; communicates progress to Foundation senior leadership team and Board of Directors, as relevant
Leads the creation and implementation of internal philanthropic reports and external fundraising collateral to augment currently available materials and best practices in development; oversees communications and branding efforts

Mission-driven and connected to CFSC’s values; passion and commitment to supporting work that both promotes equity and helps to build a thriving community
Experience with fund development in foundation, non-profit, or wealth-management setting; demonstrated experience raising and stewarding 7+-figure gifts (including major and/or planned gifts), and managing an 8+-figure portfolio
Minimum of 7 years of development or related experience working with high net worth families, with strong knowledge of charitable tax laws, foundation funding, philanthropy, and nonprofits
Ability to favorably represent the organization to external audiences; capable facilitator with quality written, oral, and presentation skills
Charisma and gravitas to advocate for the Philanthropic Planning Department among a highly sophisticated executive team
Relationship-based, team-oriented, emotionally intelligent senior leader; strong internal and external customer service ethos including, personal warmth, humility, and sincerity
Advanced organizational and management skills, as well as strategic thinking ability
Ability to manage several projects simultaneously and meet deadlines, while adhering to high standards of personal and professional integrity
Appetite for working within a context of exceptional growth
Familiarity with and experience fundraising within the Bay Area giving landscape (especially in the North Bay) is preferred


CFSC has retained Schaffer&Combs, a certified B Corporation, to support this search. In order to apply, please submit a current résumé and thoughtful cover letter to the following link: ( that explains your interest and outlines your relevant skills and experience.

All qualified applicants will receive consideration without discrimination on the basis of race, color, religion, gender, national origin, ancestry, age, marital status, pregnancy, medical condition, disability, or sexual orientation. As an equal opportunity employer, CFSC is committed to identifying and developing the skills and leadership of people from diverse backgrounds. People of color, differently-abled people, and LGBT persons are strongly encouraged to apply.

Please refrain from contacting CFSC directly; all inquiries should be directed to Schaffer&Combs at

Applications will be accepted on a rolling basis until the position is filled.

Santa Rosa