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.
Are you someone who thrives in a dynamic, detail-driven role where no two days look exactly the same? In this position, you’ll play a key part in supporting our clients by managing incoming communications from federal and state agencies, resolving tax-related inquiries, and contributing to important filing and reporting processes.
Your work will involve researching and responding to correspondence, helping collect and process data for K-1 reporting, and supporting the preparation of federal and state tax filings. You’ll collaborate across teams, stay organized in a fast-paced environment, and build deep knowledge in the areas of tax and compliance.
We’re looking for someone who is curious, flexible, and eager to learn — someone who enjoys problem-solving, values precision, and can adapt to shifting priorities while staying focused on delivering excellent service. If you’re motivated by doing meaningful, impactful work and want to grow your skills alongside a collaborative team, this could be a great fit.
Key Responsibilities:
Payroll Reconciliation & Client Collaboration (40%)
Financial Reconciliation & Valuation Support (40%)
Accounting Support & Data Accuracy (20%)
Requirements
Job Requirements for a Remote Work Environment:
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.
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.
In this role, you’ll play a key part in supporting our clients by managing and resolving inquiries from federal and state agencies related to corporate and tax filings. Your day-to-day responsibilities will include reviewing correspondence, conducting research, and ensuring timely and accurate responses. You’ll also support data gathering and processing for K-1 reporting, and assist in the preparation of various tax and corporate filings.
We’re looking for someone who is detail-oriented, dependable, and thrives in a structured environment. The ideal candidate is someone who enjoys working both independently and collaboratively, follows established processes carefully, and is motivated by contributing to a team’s success. If you're someone who values consistency, enjoys solving problems with care, and takes pride in delivering accurate work on time, we’d love to meet you.
Key Responsibilities:
Agency Correspondence & Research Support (75%)
Support for K-1 Data Management (15%)
Tax Filing Assistance (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 driven by challenge, energized by connecting with people, and ready to make an impact in the world of philanthropy? Foundation Source is seeking a bold, goal-oriented, and persuasive Business Development Representative (BDR) who thrives on identifying opportunities, owning the sales process, and influencing outcomes.
This role is ideal for someone who’s not just looking to follow a script — but to lead with strategy, engage with charisma, and think beyond the obvious. If you’re a natural relationship-builder, confident communicator, and a self-starter who loves bringing in new business, we want to meet you.
Key Responsibilities:
Lead Discovery (50%)
Territory Growth (35%)
CRM & Pipeline Management (15%)
Requirements
Desired Knowledge, Skills & Abilities:
You’re Probably a Great Fit if:
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.
Position Overview:
We’re looking for a highly organized and dependable Account Services Coordinator to support our team with the efficient management of operational workflows. In this role, you'll be responsible for the systematic intake, tracking, and resolution of requests submitted through our Salesforce Case System.
The ideal candidate is someone who thrives in a structured environment, values accuracy, and takes pride in maintaining consistency and high-quality service delivery. You’ll play a key role in ensuring that all incoming cases are prioritized logically, processed methodically, and resolved within defined timelines, all while supporting internal teams and stakeholders with clarity and care.
If you enjoy working behind the scenes to bring order, clarity, and dependability to complex workflows, we’d love to hear from you.
Key Responsibilities:
Case Management (70%)
Analytics & Process Optimization (30%)
Requirements
Job Requirements for Hybrid Work Environment:
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 2-3 times per month, and meet in-person collaboration requirements as needed.
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.