San Jose State University

Daffy

Head of DAF Operations

As a member of the leadership team, I am responsible for FP's global giving infrastructure. I lead our donor advised fund strategy and manage operations, including all contributions and grants across the US and EMEA. I also oversee legal and compliance matters related to our organizational grantmaking.

Founders Pledge

Philanthropic Services Director

Member of senior leadership team, responsible for setting and implementing strategic vision and directing events, giving circles, and operations for Donor Engagement team of 17 and Grants Administration team of 18, with a focus on consensus-building frameworks. Member of the Values Committee of the Culture Task Force. Led team through strategic planning with Bridgespan Group, business model assessment with Stanford Alumni Consulting Team, and comprehensive donor surveying with Center for Effective Philanthropy. Created strategic and compelling donor communications that reinforced organizational values, encouraged more giving, and honed SVCF’s mission. Simplified grants administration processes to improve both staff and customer experience, and alignment with board approved policies and IRS regulations and guidelines.

Silicon Valley Community Foundation

Vice President, Donor Experience and Philanthropic Services

Created, implemented, and oversaw program for ultra-high-net-worth donors. Worked with portfolio of donors and clients to develop and implement strategic grantmaking programs in the areas of education reform, veterans’ services, capacity building for local nonprofits, and more resulting in hundreds of millions of dollars deployed locally, nationally, and across the world. Sat on cross-divisional operations leadership team, overseeing organizational projects, ensuring efficient use of resources to strategically scale toward long-term vision to achieve mission. Supervised and mentored junior staff within the donor experience and engagement division.

Senior Philanthropy Advisor

Stewarded portfolio of 150 clients, advising on best practices in philanthropy and grantmaking through research, analysis and evaluation, focusing on local nonprofits. Grew high-asset supporting organization program, doubling assets, guiding grantmaking processes, governance, and board development.

Philanthropy Advisor

Curated monthly training sessions for fellow philanthropy advisors, focusing on storytelling and communications, and deepening understanding of grantmaking priorities and best practices. Supported giving circle focused on Arts, guiding and evolving grantmaking strategy and RFP process. Planned engagement events including exhibit on homelessness and food systems salon to bring greater awareness to donor community and achieve deeper impact with grantmaking. Led division in database conversion project, seamlessly implementing new CRM, grants management system, and online platform for clients.

Associate Philanthropy Advisor

Supported Senior Vice President of Donor Experience and Engagement in stewardship of 200+ clients in addition to maintaining distinct portfolio of 50+ clients. Coordinated events and meetings including annual donor reception, biannual council meetings comprised of high-profile donors and board members, and many quarterly supporting organization board meetings.

Casey Kellogg