Foundation Source

Director

• Lead collaborative, structured discovery conversations with prospective clients and partners (corporate, advisor, institutional, and nonprofit) to understand their goals, values, governance needs, risk appetite, economics, and operational realities.
• Translate complex needs into clear, practical DAF program options (typically 1–3), helping stakeholders understand roles, tradeoffs, risks, and implementation considerations so they can make confident, aligned decisions.
• Design end-to-end DAF program architectures that balance ambition with feasibility, including sponsor and platform roles, contribution and distribution flows, custodial and investment design, fee structures, and operating workflows and SLAs.
• Create client-ready narratives and materials (decks, memos, term outlines) that tell a compelling story, build trust, and move conversations toward action.
• Partner closely with the Charityvest board, major donors, and specialized third parties (legal and tax counsel, impact intermediaries, international grantmaking partners) to co-design bespoke philanthropic solutions.
• Stay engaged through early implementation and launch for complex or strategic wins, helping translate solutions into clear, executable plans with defined owners, milestones, and communication rhythms.
• Develop and maintain reference architectures and playbooks for DAF programs across key segments (corporate, workplace, advisor-led, nonprofit, etc.).

Director, DAF Solutions – Strategic Engagements

Operations

• Serve as a primary point of operational ownership by monitoring Intercom and responding to inbound requests with sound judgment and efficiency
• Monitor and process PayPal anti-fraud queues, applying consistent compliance standards
• Process grants through Retool, including detailed compliance review and documentation checks
• Lead stale grant remediation efforts, proactively resolving issues and reducing downstream risk
• Maintain and oversee the organization database, including enrollment, data integrity, and conflict resolution
• Serve as backup support for DAF transaction processing, ensuring continuity and accuracy during peak periods
• Intake, scan, name, and route incoming mail to ensure timely processing and visibility
• Monitor and manage the support mailbox, prioritizing requests and escalating issues as needed
• Develop and maintain training guides, process documentation, and reference materials
• Evaluate existing workflows, identify inefficiencies, and recommend practical improvements
• Support broader client operations initiatives and cross-functional projects as assigned

Grant Operations Associate

Product Manager

• Collaborate with Product Managers to define and prioritize features, enhancements, and fixes in the product backlog
• Partner with stakeholders to uncover customer problems, explore innovative ideas, and translate them into product requirements that exceed expectations
• Write clear user stories, acceptance criteria, and functional narratives consistent with Agile practices
• Assist in creating and maintaining product documentation, including business cases, feature descriptions, and release notes
• Track project and feature performance against objectives; surface risks, insights, and recommendations to drive successful outcomes
• Support roadmap planning through market research, competitive analysis, and customer feedback gathering
• Develop a deep understanding of the existing platform’s workflows and dependencies
• Break down complex migration work from existing into new platforms into smaller, actionable initiatives
• Partner with stakeholders to determine the best home for functions within new platforms
• Apply rigorous prioritization methods to ensure modernization efforts align with strategic goals
• Evaluate existing APIs for consistency, scalability, and usability
• Document high level (not technical design) of API requirements (functional narratives, use cases, payload/field-level needs)
• Act as a connector across teams (engineering, design, operations, marketing, and support) to ensure alignment and clarity on priorities
• Assist Senior Product Manager in advanced product support inquiries where Level 1 and 2 are unable to assist the Tax and Finance teams
• Provide advanced product knowledge and capture/identify/triage actual defects or new feature requests

Associate Product Manager

Accounting Manager

• Manage and carry out alternative asset processes, ensuring accuracy and compliance
• Oversee complex financial transaction management across various asset types
• Collaborate with internal teams and lead accounting staff
• Assist with onboarding existing foundations onto the Foundation Source platform

Accounting Manager – Operations

• Management over Tax Team Deliverables including tax return preparation and review resource allocation, end-to-end process refinement, and inter-department collaboration on tax season readiness
• Management of Client Finance and Accounting Deliverables including custom financial statements preparation, trial balance and workpaper preparation for audit support, and month/year end close process support
• Client Communication, Training, and Resolution as subject matter expert and liaison regarding tax and accounting matters
• People Leadership including recruitment and hiring for tax and accounting teams and performance review administration

Director, DAF Solutions – Strategic Engagements

Grant Operations Associate

Associate Product Manager

Accounting Manager – Operations

Head of Tax – Accounting