Foundation Source

Manager

• Implement and continually strengthen client grants management policies and procedures to ensure every grant is handled with accuracy and care in order to help clients achieve their philanthropic goals and ensure a clear, equitable experience for grantseekers.
• Collaborate closely with clients throughout the grantmaking cycle, fostering strong relationships built on trust, clear communication, and shared purpose.
• Guide and support applicants and grantees with empathy and professionalism at every stage — communicating requirements clearly, ensuring accessible and accurate information, and providing technical assistance that makes the process smooth and equitable.
• Maintain meticulous records in the PFS grants management database (and/or client database) to track payments, reporting requirements, and key documents.
• Prepare and distribute award letters, agreements, payments, and declinations with integrity and precision.
• Work in partnership with client teams to ensure grants management operations reflect each client’s values and commitment to making a positive impact while delivering reliable, high-quality service that strengthens their philanthropy.
• Ensure integrity and transparency by reviewing, verifying, and documenting grantee eligibility in alignment with legal and ethical standards.
• Support clients in fulfilling their governance responsibilities by organizing annual meetings and officer elections, collecting conflict of interest statements, and recording minutes while helping uphold client mission and values through sound stewardship.
• Maintain accurate, detailed records that meet compliance requirements, providing reliable data for audits, tax filings, and reconciliations.
• Prepare clear, insightful reports that help clients understand their grantmaking activity and impact, reinforcing their confidence in well-managed philanthropy.

Grants Manager

Customer Support

• Deliver reliable, high-quality technical support for Foundation Source’s proprietary applications, ensuring users receive consistent, professional assistance.
• Methodically investigate and resolve application and integration issues with precision, attention to detail, and a focus on long-term solutions.
• Accurately log, track, and communicate software bugs and enhancement requests, maintaining clear and timely updates between clients and internal teams.
• Provide thorough first-line technical support—analyzing logs, API responses, and data flows to identify root causes, document findings, and escalate effectively when needed.
• Maintain a strong commitment to accuracy, data security, and an exceptional client experience in every interaction.
• Partner closely with Product, Engineering, and QA teams to methodically identify, analyze, and resolve complex technical challenges.
• Share clear, actionable insights from support cases to strengthen product stability, usability, and overall client satisfaction.
• Help enhance and maintain support processes, documentation, and best practices—building consistency, efficiency, and long-term reliability.
• Serve as the Voice of the Customer (VOC) by representing client needs and perspectives in product and process discussions.
• Provide dependable support for special projects and new product initiatives as needed, ensuring quality and consistency throughout.
• Stay informed on evolving SaaS support tools, trends, and technologies to continually strengthen team capabilities.
• Recommend and assist in implementing thoughtful improvements to support workflows, tools, and client-facing resources for greater efficiency and reliability.

Product Support Specialist

Financial Planning and Analysis

• Trial Balance and workpaper review in connection with audit support engagements 50%
• Routinely create, prepare and review custom financial statement, budget and ad-hoc reports for our clients 35%
• Record and review complex financial transactions across various asset types 15%

Associate, Financial Reporting, Tax, Accounting

Accountant

• Prepare and review foundation tax returns (70%)
• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms)
• Calculate, review, and approve quarterly estimates
• Draft responses to client comments and questions
• Research and draft responses to correspondence received from tax authorities
• Analyze Minimum Distribution Requirements
• Other tax-related projects as requested by management

Senior Tax Accountant

• Lead client support across the DAF platform, ensuring timely, accurate, and empathetic responses to donor and advisor inquiries
• Personally handle complex or escalated client issues with specialized DAF knowledge
• Partner with Operations and Engineering to resolve technical challenges and improve client experience
• Track support metrics and client satisfaction trends to identify improvement opportunities
• Create and maintain support documentation, FAQs, and training guides for internal teams and clients
• Represent the voice of the client to Product and Engineering
• Lead onboarding for new advisor partners (white-label DAF programs) and design scalable onboarding workflows
• Build trusted relationships with partners and conduct regular partner check-ins
• Manage billing and renewal processes with accuracy and consistency
• Support partner compliance and due diligence coordination across teams
• Act as a connector between Charityvest Inc. and Foundation Source to ensure operational alignment
• Deliver training and guidance to internal teams on complex DAF processes
• Identify and implement process improvements to boost efficiency and scalability
• Lead cross-functional initiatives to roll out new systems and optimize workflows
• Oversee billing and financial operations, invoicing, revenue recognition, and compliance
• Maintain up-to-date operational documentation and contribute to policies supporting consistency and quality

Senior Manager, DAF Client Experience

Accounting Manager

• Manage incoming communications from federal and state agencies and resolve tax-related inquiries
• Research and respond to correspondence, collect and process data for K-1 reporting
• Support preparation of federal and state tax filings and year-end payroll reporting
• Import and classify payroll-related transactions and reconcile payroll for clients
• Review account statements, enter asset balances, record investment and charitable activity in the general ledger
• Reconcile asset portfolios and financial transactions; procure asset valuations
• Review foundation data in proprietary system and reconcile with prior-year tax filings (Form 990-PF)
• Assist Senior Associates in reviewing complex or alternative assets and prepare annual depreciation schedules

Client Accounting Associate

IT Support

• Administer a comprehensive suite of employee benefits programs, including medical, dental, vision, HSA, HRA, FSA, COBRA, 401(k), and life/disability insurance
• Serve as the primary liaison for benefits vendors, brokers, and third-party administrators
• Manage and monitor benefit file feeds, proactively addressing changes, updates, discrepancies, and errors
• Reconcile and review monthly benefits invoices; partner with Payroll to ensure alignment between payroll deductions and enrollment data
• Manage the full lifecycle of employee leaves, including FMLA, PFL, STD, LTD, and other state-mandated programs
• Serve as a trusted resource for employees navigating leave
• Ensure adherence to federal, state, and local benefits regulations and maintain notices/disclosures
• Collaborate with HRIS and IT to maintain and improve benefits workflows and systems integrations
• Lead annual open enrollment process and employee communications
• Support M&A activities for benefits due diligence and transition planning
• Prepare and deliver benefits reports for Finance, auditors, and regulatory compliance

Benefit Manager

Administration

• Produce monthly and quarterly endowment reports for a portfolio of nonprofit and institutional clients
• Serve as a reliable point of contact and relationship manager; analyze and reconcile financial data; maintain established processes; distribute reports; resolve client questions
• Produce planned giving reports using GiftWrap; maintain client data input; support calculations related to FASB liability, state reserve requirements, and CGA market values
• Provide backup support to Gift Administration Operations: assist with check processing, ACH and wire uploads, account reconciliation; ensure timely, error-free financial transactions

Associate, Gift Administration

Client Services Representative

• Deliver PG Calc software training services and rigorously test software
• Manage client support calls relating to PGM Anywhere, GiftWrap, Bequest Manager and GiftCalcs (80% of role)
• Develop and maintain comprehensive knowledge of PG Calc products, services, and gift planning fundamentals
• Offer support to software clients, respond to inquiries, record calls in CRM, administer client accounts and licensing
• Conduct group, online and custom training; develop curriculum and training manuals (10% of role)
• Participate in testing software updates, assist with release coordination, serve as Product Representative and liaison to Development (10% of role)
• Participate in cross-departmental committees and complete special projects; identify potential sales leads