Live Oak Adult Day Services: Executive Director - THRIVE ALLIANCE : Job Details

Live Oak Adult Day Services is seeking an Executive Director who is passionate about serving the senior community and possesses a strong background in fundraising and client recruitment. This leader will play a crucial role in guiding the organization as it delivers essential services to seniors with mild to moderate dementia. With a commitment to both the quality of care and financial sustainability, the Executive Director will foster relationships with stakeholders, enhance community engagement, and drive strategic initiatives that align with the organization's mission.

Live Oak is a nonprofit organization based in Santa Clara County, dedicated to improving the quality of life for seniors with mild to moderate dementia, Alzheimer's, and related conditions. Founded in 1983, it now operates four centers and serves around 200 clients annually. Live Oak offers adult day services that provide cognitive stimulation, prevent social isolation, and support caregivers by giving them respite. The organization also facilitates support groups and referrals to help seniors remain in their family homes. With a budget of approximately $1.5 million, services are funded through public support, participant fees, and donations. Live Oak focuses on compassion, dignity, and strengthening community bonds while ensuring affordability for those in need.

Thoroughly understand Live Oak – its history, clients, staff, facilities, programs & services, partners, culture, infrastructure, finances and sources of revenue, and sources of current and prospective participants in Live Oak programs.

Develop strong relationships with the Board and staff and develop plans for evolving both the Board and staff in ways that will improve the organization's finances, fundraising, community relations, client recruitment and quality of services offered. Hire a COO (title to be determined) or promote from within.

Drive the strategic planning processes along with Board, staff, and stakeholders to set short- , medium-, and long-term goals and ambitions; set up metrics for progress and monitor movement toward goals; iterate on the plan as the organization learns what's working.

Develop plans for direct outreach and solicitation of donors including a fundraising event, grant request submissions, and strategy and processes for a planned giving campaign; discussion of give, get or volunteer standards for Board members; development of in-kind solicitations; and review of the organization's marketing materials and outreach to donors and prospective participants.

Foster transparency and accountability in matters relating to Live Oak's financial condition, ensuring that financial performance positively tracks with the revenue and expense budgets and operating plans.

Explore opportunities for growth and new programs, in the process creating new partnerships/relationships that support Live Oak clients; continually improve the value proposition for area seniors and their families, funders, partners and others in the 3 (c) 2025 m/Oppenheim Executive Search community, with particular attention to competitors in this market who also provide services to seniors.

To ensure full capacity, the Executive Director will:

Develop relationships with organizations and individuals positioned to refer prospective Live Oak clients and participants, including relationships with hospitals, religious institutions, communal organizations, care providers and networks that families rely upon as they support seniors;

Orchestrate interactions with people who might benefit from Live Oak services, which requires compassion, sensitivity and a high degree of emotional intelligence;

Collaborate with area families to shape services that they will embrace and, in the process, introduce Live Oak staff and capabilities to these families;

Close agreements, with appropriate information on services provided and with a strong sense of the financial attributes of these services and of the needs and constraints of different families; and

Transition families to the care of the direct services team in a graceful way so that services can begin.

Understand the evolving needs, desires and demographics of older adults; seek their insights, and stay connected and accessible to clients and the overall aging sector as a matter of practice; maintain a strong working knowledge of the field's significant trends and developments.

Assure seamless communication among all involved in serving and interacting with Live Oak clients, including: o Ensure a balanced mix of earned and contributed revenue and services with outcome goals that are understood by the Live Oak team, are consistent across the four Centers, and are shared with Live Oak stakeholders.

Ensure proper administration of contracts and service agreements and that Live Oak services meet legal requirements, and the terms of service agreed with families.

Actively participate in the planning and implementation of new Live Oak programs and activities in response to market need; conduct workshops and group collaborations with community partners, health care institutions, and businesses.

Recruit, manage and provide exceptional leadership, open communication and support to the team, and encourage opportunities for collaboration, growth and professional development. Engage in activities that advance Live Oak's mission and awareness; maintain and promote a positive understanding for Live Oak by serving as a credible, articulate and effective spokesperson, in person and in writing to families, partners and community members; ensure that Live Oak is recognized for its leadership and outcomes that benefit seniors and their families.

Actively cultivate positive relationships with public agencies, foundations and other funders, community partners, businesses and key organizations; ensure the funding process and all reporting and documentation requirements are proactively managed, and deadlines are met. 4 (c) 2025 m/Oppenheim Executive Search

Serve as an advocate and effective spokesperson on healthy living and aging; become a bridge for those who are not focused on aging yet.

Three to five years of proven senior-level leadership driving evolving services to seniors and their families who must navigate a variety of health and other challenges, including an entrepreneurial innovative approach to service delivery and systems; demonstrated understanding and curiosity about innovation and trends in aging.

Solid understanding of nonprofit business fundamentals, knowledge of organizational planning, strategy development and implementation; budgeting; the ability to develop and use data to inform decisions and metrics to measure progress toward goals.

A proven people manager to lead and foster a positive team culture and high morale across the organization; a management style that is results-oriented; adept at planning, prioritizing, organizing, delegating and following through.

A charismatic leader comfortable with public speaking and engaging with the donor community and government organizations; excellent verbal and written communication skills; ability to speak clearly and concisely when conveying complex or technical information.

One who values the contributions and perspectives of a culturally diverse staff, clientele and community; respects the subject matter expertise of others; genuine with a high level of emotional intelligence; diplomatic, gracious, humble.

A team player who values and models working collaboratively but is not afraid to make difficult decisions; one who sets the bar high for self and the team and strives for accountability; a high energy level with a can-do attitude.

Bachelor's degree from an accredited college or university. Familiarity with Santa Clara County would be an advantage.

For more information please contact:

Lisa Grossman (650) ###-#### or [email protected]

Mark Oppenheim (415) ###-#### or [email protected]

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