Come work with us, you’ll
it.
Ready to soar? Join us and see how you can help philanthropists make a difference.
Ready to soar? Join us and see how you can help philanthropists make a difference.
Our culture isn’t just something we like to talk about. We live it every day.
Delivering the highest quality experience at all times.
We are a family of individuals united by a single, shared mission.
Constant learning, development and reinvention to create better outcomes for our clients and ourselves.
Partnering with clients to make the world a better place and find meaning in our work.
We exist to empower people and companies to create a better world with their philanthropy. Our mission is to deliver a suite of administrative, compliance, advisory and technology services to private foundations, so philanthropists can impact the world in the ways that are most important to them.
Our benefits and perks were selected to help our employees thrive professionally and personally.
Medical, Dental and Vision Insurance
HSA with Monthly Employer Contribution
401k with Company Match
Flexible PTO
Generous Paid Holidays
Remote and Hybrid Work Options
Philanthropic Giving Match
Continuing Education Reimbursement
Meet some of our teammates who are putting our values into practice every day.
At Foundation Source, we believe that a well-supported team is the foundation of our success. As our Benefits Manager, you will play a vital role in ensuring our employees have access to reliable, compliant, and thoughtfully designed benefits programs. This position offers the opportunity to apply your expertise in a structured, mission-driven environment where accuracy, consistency, and care truly matter.
You will be joining a close-knit, collaborative People & Talent team of four, becoming our fifth team member. You’ll report directly to the SVP of People & Talent, working closely with cross-functional partners to deliver a seamless and supportive benefits experience for all employees.
In this role, you’ll be responsible for managing the end-to-end administration of our benefits programs—including enrollment, compliance reporting, employee leave coordination, system integrations, and due diligence during mergers and acquisitions. We’re looking for a steady, detail-oriented professional who enjoys optimizing processes, solving problems, and helping others thrive through thoughtful program design and delivery.
Key Responsibilities:
Benefits Administration & Vendor Management (40%)
Leave of Absence & Compliance (30%)
System Integration, Reporting & M&A Support (30%)
Requirements
Job Requirements for Hybrid Work Environment:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
You'll take ownership of data quality and contribute directly to our sales and marketing success - playing a key role in prospect identification, tracking performance, data enrichment, and reporting. Your work will directly influence the growth of our sales pipeline and success of our marketing campaigns.
Key Responsibilities:
Prospect Research & Lead Identification – 40%
Data Entry, Quality, & Enrichment – 30%
KPI Tracking & Sales Reporting – 20%
Collaboration & Process Improvement – 10%
What Success Looks Like: (KPIs)
Requirements
Are you someone who values structure, precision, and delivering consistent, high-quality support? We’re looking for a reliable and thoughtful Enterprise Client Support Lead to become a key part of our Product Support team at Foundation Source. In this role, you'll provide hands-on support and training to our Enterprise clients—primarily banks and investment advisors—who rely on our Enterprise and Impactfully applications to manage private foundations.
You’ll be a trusted partner to our Enterprise Client Delivery Lead and play an essential role in supporting a growing area of our business. This position is ideal for someone who enjoys solving problems through clear processes, documenting and improving systems, and sharing knowledge in a practical, organized way. Your day-to-day will include responding to client needs through our support tools, identifying and reporting product issues or enhancements, and creating clear, helpful training materials like desk guides and reference documents.
If you take pride in doing things the right way, enjoy helping others succeed, and thrive in a collaborative, supportive environment—we’d love to meet you.
Key Responsibilities:
Support and Training for Enterprise Clients (85%)
Internal Collaboration and Process Improvement (10%)
Additional Responsibilities (5%)
Requirements
Job Requirements for Remote Work Environment:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Are you a strategic, impact-driven product leader with deep experience in enterprise fintech? Fund OS is on a mission to transform the infrastructure behind donor-advised funds (DAFs), and we’re looking for someone to take the lead. This is a rare opportunity to bring a 0?1 platform to life—co-developing with blue-chip pilot partners and building the systems that will power the next generation of philanthropic giving.
As the Product Manager for Fund OS, you’ll be at the center of backend innovation, enterprise integrations, and operational tooling. You’ll work cross-functionally to define the roadmap, guide execution, and ship solutions that replace outdated systems with scalable, secure, and intuitive software. Your work will directly impact how major DAF sponsors manage billions in charitable capital.
If you thrive in fast-moving environments, love building from scratch, and are driven by the challenge of solving complex technical and regulatory problems, this is your chance to lead a category-defining product with real-world impact—and scale it to the largest philanthropic institutions in the country.
Key Responsibilities:
Platform & Feature Leadership (70%)
Customer Insight & Strategic Collaboration (30%)
Requirements
Job Requirements for Remote Work Environment:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
The Client Service Advisor is responsible for delivering top-notch PG Calc software training services, rigorously testing software and actively participating in cross-departmental projects to ensure seamless operations and service to our clients. The ideal candidate is a master of balance between engaging collaboration and focused, disciplined work with a meticulous eye for detail.
Key Responsibilities:
Client Support – 80%
Software Training – 10%
PGMA liaising and other projects – 10%
Requirements
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
Are you analytical, detail-obsessed, and motivated by solving complex financial problems with precision? Do you thrive in environments that demand accuracy, independence, and strategic thinking? If so, you could be an excellent fit for our Tax & Finance Associate role.
As a key contributor on our Tax and Accounting Team, you will play a critical role in managing intricate financial transactions, delivering custom reporting, and ensuring tax and accounting compliance for private foundations. This is an ideal position for someone who values clarity, consistency, and expert-level technical work, and who takes pride in getting it right the first time.
Financial Transaction Management (45%)
Trial Balance & Workpaper Oversight (25%)
Data Review & Accuracy (20%)
Custom Financial Reporting (10%)
Requirements
Job Requirements for Remote Work Environment:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.?
An Equal Opportunity Employer
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
We are seeking a methodical and detail-oriented DevOps Engineer to help us modernize, secure, and scale our technology infrastructure with precision and purpose. In this role, you will work with experienced technical teams to implement automation, enhance system observability, and ensure high availability and reliability across our platform.
This position is ideal for someone who enjoys analyzing complex systems, developing elegant and efficient solutions, and contributing to a well-structured and continuously improving DevOps environment. You’ll have the opportunity to work in a thoughtful, process-driven setting that values technical rigor, accuracy, and long-term stability.
Key Responsibilities :
Maintain & Enhance Existing Infrastructure and SDLC Processes (30%)
Modernize and Streamline Infrastructure (30%)
Contribute to the design and implementation of new infrastructure (20%)
Maintain Security and Compliance Standards (20%)
Requirements
Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.
Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.
Hybrid Work Commitment: Must be able to reliably commute to the office as needed for occasional meetings and in-person collaboration.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
An Equal Opportunity Employer:
We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.
Prepare and file foundation tax returns (70%)
Research, Analysis and Reporting (30%)
Requirements
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.
An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.