Foundation Source

General

• The Grant Coordinator is responsible for the daily and recurring processing of grants — both internal and client-facing — as well as one-time and cyclical projects.
• Review grant letters for compliance accuracy; enter, format, edit, and publish letters accompanying foundation grants to charities, working methodically from client-provided data.
• Coordinate special handling instructions with clients and Private Client Advisors, including preparation of FedEx and USPS mailings/shipments with precision and care.
• Contribute to departmental and cross-departmental projects aimed at refining processes and improving accuracy and scalability of services.
• Ensure strict accordance with approved program guidelines and compliance with internal SLAs and external regulatory requirements through disciplined record-keeping and follow-through.
• Provide general client operations support and take on additional project work requiring careful analysis or process refinement, as needed.

Grant Coordinator

Assistant

• Support grants managers by preparing, compiling, and printing client materials; verifying compliance; and generating grant documents and payments — with careful attention to accuracy and process at every step.
• Input grant information into the grants management database and other systems with a high degree of precision, including verifying grantee eligibility and contact information.
• Maintain organized, complete digital client files, including grant agreement documentation.
• Host onsite client meetings; update and maintain meeting schedules; take meeting minutes as needed — representing the team with professionalism and care.
• Coordinate logistics for on-site and off-site meetings, including space rental, catering, travel arrangements, technology setup, and room preparation — managing each detail reliably so nothing falls through the cracks.
• Manage a shared inbox to respond to technical support inquiries from applicants across all clients; assist with maintenance of client websites.
• Manage and track assigned tasks using team project management tools (e.g., Asana), including updating task status, communicating progress, and collaborating with team members to ensure deadlines are consistently met.
• Proactively seek opportunities to support team members; work with your supervisor to monitor workload and capacity, and step in where the team needs you most.
• Assist the Operations Department with facilities and office management as needed.
• Participate in Grants Management team meetings and professional development opportunities; assist grants management and operations staff as requested.

Grants Assistant

Advisor

• Serve as the primary relationship manager for a portfolio of private foundations.
• Respond to client inquiries with care, clarity, and precision across email, phone, and video communications.
• Provide relevant insights and updates to proactively support client success and long-term engagement.
• Support client retention goals by consistently delivering high-value, trustworthy service.
• Collaborate with sales and relationship teams as needed, contributing insight and technical knowledge in prospect meetings.
• Manage administrative and compliance processes, ensuring each foundation meets its legal and reporting obligations.
• Coordinate efforts across departments—grantmaking, tax, legal, and technology—so clients receive seamless, integrated support.
• Maintain rigorous attention to accuracy, timelines, and process integrity in all client-related operations.
• Lead the onboarding of new foundations, tailoring our technology platform (Impactfully) and services to meet each client’s needs.
• Serve as a source of knowledge on private foundation regulations, operational best practices, and our expanding suite of solutions.
• Help clients navigate changes and growth opportunities with thoughtful, well-informed recommendations.
• Continuously expand your expertise in philanthropy, nonprofit compliance, and Foundation Source tools and services.
• Identify opportunities for internal process improvements and client service enhancements.
• Engage constructively with internal teams to ensure our systems evolve in ways that serve clients better—without sacrificing precision.

Private Client Advisor

• Work directly with a Director and other seasoned client advisors
• Establish and maintain personal contact with clients
• Respond to client phone calls and emails ensuring quick resolution to client inquiries
• Maintain working knowledge of all FS systems, processes and products
• Implement new clients onto FS technology platform
• Provide basic technology support
• Assist in the development and maintenance of FS Requests and FS Results

Senior Private Client Advisor

Program Officer

• The Program Officer serves as a key relationship manager across multiple client foundations.
• Work closely with each foundation's board of directors and internal staff to shape and advance their grantmaking strategy.
• Lead due diligence on applicant organizations and contribute to grantmaking planning, strategy, and evaluation across a range of funding areas.
• Focus on environmental grantmaking — including forest and watershed restoration, land preservation, regenerative agriculture, and environmental education.