East Bay Community Foundation
Senior Director of Philanthropic Planning
East Bay Community Foundation, Oakland, California, United States, 94616
Senior Director of Philanthropic Planning
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Direct message the job poster from East Bay Community Foundation
Hours and Location:
Full Time/Exempt. Oakland, CA; must live in Northern California and be able to travel easily to Oakland.
About the East Bay Community Foundation (EBCF)
Founded in 1928, EBCF is one of the nation’s first community foundations. Named the country’s “boldest” community foundation in 2019 by Inside Philanthropy, EBCF is dedicated to employing innovative strategies to advance an inclusive, fair, and just East Bay through four core program strategies: Arts and Culture for Social and Racial Justice, Capacity Building with a Racial Equity Lens, Community Organizing, Power Building, and Movement Building, and Fostering Inclusive Economic Models.
As a community foundation, our donors are a critical partner in addressing racial and economic inequities in the region. We take the time to understand what’s important to donors, provide opportunities to align their giving to the foundation’s priority areas, and work in collaboration with our programmatic team that has a thorough understanding of the social and economic challenges in the East Bay.
With a strategic regional focus on Alameda and Contra Costa counties, EBCF works toward its framework of “A Just East Bay,” which includes grantmaking, impact investing strategies, and building solidarity among donors and the community. EBCF allows fund advisors to make impact investments from their Donor‑Advised Funds (DAFs) and grants as part of their overall giving strategy.
About the Opportunity East Bay Community Foundation is at a pivotal moment in its history. Under the leadership of the Board of Directors and President and CEO Brandi Howard, the Foundation is redefining its role to fuel intersecting economic and racial movements as it prepares to celebrate its centennial. We seek a seasoned philanthropy leader, a strong cross‑team collaborator, and a community changemaker who understands the cultural context for leveraging philanthropy to advance systems change and inspire the radical re‑imagination of economic freedom in the East Bay.
Essential Duties & Responsibilities
Strategy and New Product and Service Design, Development, and Implementation
Lead the Foundation’s business development goals and strategies, emphasizing annual goals related to the fit, quality, and size of new funds
Monitor legislative changes regarding philanthropic vehicles and estate and tax laws affecting charitable giving and planning
Continuously research and monitor trends in philanthropy and the ultra‑high net worth sector, locally, nationally, and globally, and adjust strategies accordingly
Collaborate with partners within the Philanthropy Team and across Finance, Grants Management, and Community Investment to design, develop, and launch new products and services
Serve as a trusted philanthropic resource for prospective clients and their professional advisory teams or family offices, especially those with complex needs
Craft and present proposals, acting as the central point of contact until deal closure; manage complex gift information and ensure legal completeness
Prepare fund agreements, coordinate signature collection, and oversee receipt and investment allocation of gifts
Ensure smooth handoff to the relevant philanthropic advisor/advisory team
Partner with internal teams to support departmental efforts, foster cross‑team collaboration, and advance mission and goals
Maintain knowledge base for fund‑related matters, including investment allocation, endowment earnings, and legacy planning
Oversee handling of all legacy gifts, monthly financial reporting, fund trend reports, and fund amendments
Invite and engage the Foundation’s Professional Advisory Leadership Council (PALC)
Engage and build relationships with the professional advisory community, targeting firms serving ultra‑high net worth individuals and families, positioning EBCF as a tax‑planning resource
Monitor changes within the advisory community, focusing on new firms and spin‑offs targeting UHNW clients
Perform additional responsibilities as delegated
Skills, Knowledge & Experience
Over five years of progressively responsible experience in development, legal, and sales roles focused on high‑net‑worth relationships
Proven track record of setting and achieving sales/revenue goals
Demonstrated knowledge of charitable planning law
Strong leadership skills toward achieving departmental goals
Meticulous attention to detail and accuracy in all work aspects
Exceptional customer service and communication skills
Racial Equity Competencies: understanding of racial equity principles and the impact of bias on relationships, team dynamics, and culture
Commitment to building deep racial equity understanding: structural racism, white privilege, anti‑Blackness
Proficiency in evaluating the racial impact of decisions and policies, with a focus on intersectionality
Adherence to equity‑focused hiring, retention, and promotion practices and active bias disruption
Ability to facilitate honest conversations about racial equity and accept non‑defensive feedback
Consistency in addressing structural implications and disproportionate impacts of policies and decisions
SALARY AND BENEFITS Salary Range:
$149,865 – $170,000, depending on experience
EBCF offers a comprehensive benefits package including medical, dental, and vision insurance; a 401(k) retirement savings plan with a 5% employee match; group term life and disability insurance; 15 days paid time off in year one, 20 days in year two and thereafter; sick leave and 17 paid holidays; a flexible spending account; an employee assistance program; an annual professional development budget; commuter benefits; and a matching gifts program.
Worksite:
Employees may use EBCF’s office space in downtown Oakland any number of days per week under a flexible hybrid model. Candidates must live within Northern California and be able to travel to the Oakland office with ease.
COVID‑19 Vaccination:
All employees are required to adhere to EBCF’s COVID‑19 policies.
Application Process:
Resume and cover letter should be emailed to jobs@eastbaycf.org for consideration.
Position is open until filled, but the first round of screening will commence on or after Monday, October 27, 2025.
The East Bay Community Foundation (EBCF) is an equal opportunity employer committed to racial justice and equity. EBCF does not discriminate in employment opportunities or practices on the basis of race, ethnicity, religion, national origin, age, sex, sexual orientation, marital status, disability, or any other characteristic protected by law and is an employment‑at‑will organization. The Foundation welcomes and encourages people of color, women, LGBTQIA+ people, and members of other historically disenfranchised groups to apply.
#J-18808-Ljbffr
Direct message the job poster from East Bay Community Foundation
Hours and Location:
Full Time/Exempt. Oakland, CA; must live in Northern California and be able to travel easily to Oakland.
About the East Bay Community Foundation (EBCF)
Founded in 1928, EBCF is one of the nation’s first community foundations. Named the country’s “boldest” community foundation in 2019 by Inside Philanthropy, EBCF is dedicated to employing innovative strategies to advance an inclusive, fair, and just East Bay through four core program strategies: Arts and Culture for Social and Racial Justice, Capacity Building with a Racial Equity Lens, Community Organizing, Power Building, and Movement Building, and Fostering Inclusive Economic Models.
As a community foundation, our donors are a critical partner in addressing racial and economic inequities in the region. We take the time to understand what’s important to donors, provide opportunities to align their giving to the foundation’s priority areas, and work in collaboration with our programmatic team that has a thorough understanding of the social and economic challenges in the East Bay.
With a strategic regional focus on Alameda and Contra Costa counties, EBCF works toward its framework of “A Just East Bay,” which includes grantmaking, impact investing strategies, and building solidarity among donors and the community. EBCF allows fund advisors to make impact investments from their Donor‑Advised Funds (DAFs) and grants as part of their overall giving strategy.
About the Opportunity East Bay Community Foundation is at a pivotal moment in its history. Under the leadership of the Board of Directors and President and CEO Brandi Howard, the Foundation is redefining its role to fuel intersecting economic and racial movements as it prepares to celebrate its centennial. We seek a seasoned philanthropy leader, a strong cross‑team collaborator, and a community changemaker who understands the cultural context for leveraging philanthropy to advance systems change and inspire the radical re‑imagination of economic freedom in the East Bay.
Essential Duties & Responsibilities
Strategy and New Product and Service Design, Development, and Implementation
Lead the Foundation’s business development goals and strategies, emphasizing annual goals related to the fit, quality, and size of new funds
Monitor legislative changes regarding philanthropic vehicles and estate and tax laws affecting charitable giving and planning
Continuously research and monitor trends in philanthropy and the ultra‑high net worth sector, locally, nationally, and globally, and adjust strategies accordingly
Collaborate with partners within the Philanthropy Team and across Finance, Grants Management, and Community Investment to design, develop, and launch new products and services
Serve as a trusted philanthropic resource for prospective clients and their professional advisory teams or family offices, especially those with complex needs
Craft and present proposals, acting as the central point of contact until deal closure; manage complex gift information and ensure legal completeness
Prepare fund agreements, coordinate signature collection, and oversee receipt and investment allocation of gifts
Ensure smooth handoff to the relevant philanthropic advisor/advisory team
Partner with internal teams to support departmental efforts, foster cross‑team collaboration, and advance mission and goals
Maintain knowledge base for fund‑related matters, including investment allocation, endowment earnings, and legacy planning
Oversee handling of all legacy gifts, monthly financial reporting, fund trend reports, and fund amendments
Invite and engage the Foundation’s Professional Advisory Leadership Council (PALC)
Engage and build relationships with the professional advisory community, targeting firms serving ultra‑high net worth individuals and families, positioning EBCF as a tax‑planning resource
Monitor changes within the advisory community, focusing on new firms and spin‑offs targeting UHNW clients
Perform additional responsibilities as delegated
Skills, Knowledge & Experience
Over five years of progressively responsible experience in development, legal, and sales roles focused on high‑net‑worth relationships
Proven track record of setting and achieving sales/revenue goals
Demonstrated knowledge of charitable planning law
Strong leadership skills toward achieving departmental goals
Meticulous attention to detail and accuracy in all work aspects
Exceptional customer service and communication skills
Racial Equity Competencies: understanding of racial equity principles and the impact of bias on relationships, team dynamics, and culture
Commitment to building deep racial equity understanding: structural racism, white privilege, anti‑Blackness
Proficiency in evaluating the racial impact of decisions and policies, with a focus on intersectionality
Adherence to equity‑focused hiring, retention, and promotion practices and active bias disruption
Ability to facilitate honest conversations about racial equity and accept non‑defensive feedback
Consistency in addressing structural implications and disproportionate impacts of policies and decisions
SALARY AND BENEFITS Salary Range:
$149,865 – $170,000, depending on experience
EBCF offers a comprehensive benefits package including medical, dental, and vision insurance; a 401(k) retirement savings plan with a 5% employee match; group term life and disability insurance; 15 days paid time off in year one, 20 days in year two and thereafter; sick leave and 17 paid holidays; a flexible spending account; an employee assistance program; an annual professional development budget; commuter benefits; and a matching gifts program.
Worksite:
Employees may use EBCF’s office space in downtown Oakland any number of days per week under a flexible hybrid model. Candidates must live within Northern California and be able to travel to the Oakland office with ease.
COVID‑19 Vaccination:
All employees are required to adhere to EBCF’s COVID‑19 policies.
Application Process:
Resume and cover letter should be emailed to jobs@eastbaycf.org for consideration.
Position is open until filled, but the first round of screening will commence on or after Monday, October 27, 2025.
The East Bay Community Foundation (EBCF) is an equal opportunity employer committed to racial justice and equity. EBCF does not discriminate in employment opportunities or practices on the basis of race, ethnicity, religion, national origin, age, sex, sexual orientation, marital status, disability, or any other characteristic protected by law and is an employment‑at‑will organization. The Foundation welcomes and encourages people of color, women, LGBTQIA+ people, and members of other historically disenfranchised groups to apply.
#J-18808-Ljbffr