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.
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
At PG Calc, we help nonprofits and enterprise clients achieve long-term success through innovative planned giving solutions—and we're looking for a bold, forward-thinking leader to help us expand that impact. As Associate Director of Client Services, you will play a critical role in shaping the client experience, developing talent, and contributing to the evolution of our products and services.
This is more than a management role—it's a strategic leadership opportunity for someone who thrives in dynamic environments, takes initiative, and sees complexity as a challenge to conquer. You’ll lead a team of dedicated professionals, partner cross-functionally across departments, and work directly with clients ranging from small nonprofits to major institutions. You’ll have the autonomy to drive improvements, the trust to make decisions, and the platform to influence change at both the team and company level.
If you're driven by outcomes, fueled by curiosity, and ready to lead with clarity and purpose—we want to meet you.
Key Responsibilities:
Client Experience & Relationship Building (60%)
Strategic Team Leadership (30%)
Training, Services, and Product Insight Leadership (10%)
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.
Foundation Source is seeking a reliable, detail-driven Associate to join our PG Calc Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team.
The Gift Admin Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator.
If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit.
Key Responsibilities:
Produce Monthly and Quarterly Endowment Reports (85%)
Produce Planned Giving Reports (5%)
Support Gift Administration Operations (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.
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.
In this role as a Senior Tax Services Associate, your primary responsibility will be the intake, research, and resolution of all incoming IRS correspondence regarding our clients' tax filings, payments, credits, and refunds. You will also assist data processing for K-1 reporting, tax return preparation for level 1 and 2 returns, and support ad hoc projects.
We are seeking a quick learner with strong analytical skills, attention to detail, who works well independently as well as with a team and takes direction effectively from various sources. An ideal candidate for this role is someone with tenacity who is meticulous, highly motivated, demonstrates a proactive approach to tasks, all while succeeding in a fast-paced environment where deadlines are critical.
Key Responsibilities:
IRS Notices (60%)
K-1 Preparation (30%)
Tax Return Prep (10%)
Requirements
Desired Knowledge, Skills & Abilities:
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.