Your clients trust you to offer them strategic planning and valued advice. We’re here to help you meet their philanthropic goals for maximum impact.
Your clients may be eligible for the maximum tax donations allowed on their charitable donations to SVCF (a public charity) and may avoid capital gains tax on highly appreciated long-term assets.
We offer deep local expertise, flexible customized solutions and the ability to accept complex non-cash assets for charitable purposes. We also offer life-income gifts and the ability to create funds.
Fund Types & Fees
Identify the best charitable solutions for your clients.
Few organizations have the expertise and ability to realize complex charitable goals the way SVCF does. We offer an array of funds to help your clients support causes they care about locally, nationally and internationally.
Investment Options
SVCF invests the philanthropic assets in your clients’ funds so that they can make a positive impact through grantmaking, whether their plan is to recommend grants immediately or over the course of years.
Gifts of Complex Assets
SVCF has broad experience in assessing and accepting a wide variety of complex asset types for charitable purposes.
We can accept and hold illiquid assets until liquidation, converting complex assets into charitable dollars.
Legacy Giving
SVCF can help your clients make enduring legacy gifts. They can trust SVCF to make grants to organizations doing the best work to meet critical needs, create their own funds to support a field of interest or a designated organization, or specify outright gifts to organizations.
Clients with donor advised funds can name successor advisors or convert their fund, or a portion of it, to a legacy fund at SVCF. New donors can complete a Legacy Fund Agreement with SVCF to hold and administer estate gifts to create their legacy gift.
Consulting Services
With our customized services, SVCF can manage any, or all, of the tasks associated with charitable giving for your clients, whether they are individual or family donors, nonprofits or private foundations.
Advisor Tools and Resources
We have gathered tools and resources for your convenience. Please find quick access to information including fund fees and minimums, investment options, bequest language and fund transfer forms. Please reach out to our team with any questions.
Professional Advisor Leadership Council
Our Professional Advisor Leadership Council (PALC) advises SVCF as we establish, develop and maintain strong working relationships with members of Silicon Valley’s advisor community.
Please email our Development team (donate@svcf.org) or please call us at 650.450.5444.
Stay informed with monthly insights on charitable giving, philanthropic trends and strategies to support your clients’ charitable goals — plus invitations to exclusive events, conferences and webinars tailored to professional advisors.
