Come work with us, you’ll
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
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.
Private Client Advisors on the Premier Services Team are the relationship managers for as many as 20 private foundations and their board members, staff, financial advisors, and other trusted counselors, helping them to carry out their philanthropic goals and administrative activities by engaging and facilitating Foundation Source’s full suite of comprehensive resources.
The Private Client Advisor (PCA), Premier Services Team, reporting to a Director of Client Services, provides support to both the Director’s portfolio of clients and, eventually, their own defined group of clients.
PCAs for the Premier Services Team work directly with a Director and other seasoned client advisors to support and guide private foundation clients in conducting their philanthropic and administrative activities to assure a superior experience with Foundation Source. PCAs establish and maintain personal contact with a dedicated base of clients by responding to requests for information, anticipating and customizing services to meet client needs, and providing impeccable service and support to clients and their trusted advisors.
Client Relations (50%)
Client Operations/Administrative (40%)
Strategy, Research and Development (10%)
The purpose of this position is to serve as Expense Coordinator for Foundation Source’s Client Expense Division. This role is responsible for entering and reviewing client requests for reimbursement of foundations expenses. Candidate must possess the ability to grasp private foundation expense (and grant) rules and concepts and apply them to administrative processes. Strong critical thinking and organizational skills, as well as attention to detail are key.
The ideal candidate has experience working as a Private Client Advisor or Client Operations Specialist at Foundation Source, is detailed oriented and has a strong aptitude for, and interest in, client expense processing.
Desired Knowledge, Skills & Abilities:
The Creative Director defines the brand and creative vision for Foundation Source, helping to ensure brand integrity and visual consistency across web, print and digital media. The role is responsible for setting brand strategy, overseeing the complete cycle of production work, and managing vendors and freelancers to deliver on the vision. This is a remote position within a distributed team reporting to the Chief Marketing Officer.
An ideal candidate for this role will be an artist and creator with experience working at agencies and directly with clients, proficiencies in professional creative applications, and a desire to play a key role in a fast-paced, inter-disciplinary marketing team that touches a wide range of initiatives.
Brand and Creative Strategy (25%)
Production, Design and Management (50%)
Managing Vendors and External Resources (15%)
Executive Communications Support (10%)
The Office Services Manager will be responsible for overseeing and coordinating the day-to-day logistics and operations of Foundation Source office facilities, as well as the operations of client inbound and outbound mail, general email in-boxes, phone coverage, and other duties. The successful candidate will be a self-starter who is highly organized, detail-oriented, proactive and has excellent communication and collaboration skills throughout the organization.
On-Site Office Operations - 60%
Client and Employee Communications - 35%
Other duties as assigned by management – 5%
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 accommodation may be made to enable individuals with disabilities to perform the functions.
We are seeking an experienced Payroll Manager who will be responsible for leading best practices and overseeing all aspects of payroll processing. The ideal candidate must have a very solid understanding of U.S. payroll laws, taxation, regulations, and requirements, as well as experience with preparation, balancing, and internal controls. This position reports to the Head of People and Talent and works closely with the Finance team.
We offer a competitive salary, excellent benefits, and the opportunity to work with a passionate team dedicated to making a difference in the world. If you are a highly motivated individual with a passion for payroll management and philanthropy, we encourage you to apply for this exciting opportunity.
Payroll Processing & Benefit Billing Management (65%)
Process and System Maintenance and Improvements (25%)
Reporting, Audits and Analysis (10%)
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 accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is
We are searching for a key player in the Financial Reporting and Tax Matters division of our Financial Accounting department. The person in this role will be responsible for preparing custom financial reports to meet the audit, budgetary, and periodic needs of our clients; reviewing financial transactions to determine whether the underlying information requires tax adjustments. The ideal candidate has a growth mindset and is experienced in financial accounting and financial software products.
· Routinely prepare custom financial statement, budget and ad-hoc reports for our clients
· Trial Balance and work paper preparation in connection with audit support engagements
· Support the month/ year end close process through the research/ resolution of open issues
· Record book to tax adjustments as they relate certain tax matters across various asset types
· Improve efficiencies across divisions to enhance customer experience.
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.
Position Overview: The Associate Director of Client Services is responsible for leading, managing and developing a team of PCAs while directly managing a portfolio of 40+ private foundation clients. The position requires proven, sustained success as a relationship manager. This position is responsible for serving as an effective bridge between upper management and direct reports. An ideal candidate is someone who is highly organized, client-service oriented, a consummate professional, has demonstrated leadership qualities and has experience in building and managing a team of relationship managers.
Team Leadership (30%)
Client Relations (30%)
Client Implementation and Operations (30%)
Strategy, Research and Development (10%)
We are seeking a tax accountant to be a key player in our Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients, and at times with the IRS.
Key Responsibilities & Percentages:
Prepare and file foundation tax returns (70%)
Research, Analysis and Reporting (30%)
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 Senior Accountant is a key team player and valued technical expert in providing consistent, accurate and timely support in our foundation accounting department. This position prioritizes the customer experience, has strong technical, communication and organizational skills and is a careful and strategic problem solver. The focus of this role is on producing high quality, detailed work based on established accounting standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to handle and complete tasks. The role has well-defined processes, and your knowledge of our proprietary software is built through a structured step-by-step training with a positive, supportive coaching management team and peers. This role works directly with clients to manage and guide their financial operations, tax planning and filing.
Tax Filing & Preparation (40%)
Financial Operations/General Accounting (25%)
Audit Support (25%)
Process Improvement (10%)
Physical Demands and Work Environment:
The Senior Managing Director (SMD) will marry business development and philanthropy to build the market for and sell our solutions for private foundations. This role will expand our national footprint and is strategic to our growth plans for the West. The SMD will join a seasoned sales team and mature company as we continue to grow our business through our purpose-built software and services.
The SMD will represent Foundation Source and its offerings to high-net-worth families, foundation leaders, and trusted advisors (wealth, legal, accounting and philanthropy) in California and the broader West region. In building the market, the SMD will tap into their established networks, develop and execute on a plan to identify and meet centers of influence, and grow local networks by holding meetings (in-person and virtual), conducting webinars, doing public speaking, building awareness, and deepening relationships.
Using a consultative approach while being a true "hunter," the SMD will source opportunities for private foundation solutions. While the marketing and business development team will generate leads, the Managing Director will be responsible for sourcing most of the opportunity. Ultimately, the SMD owns the sales process from qualified lead through contracting, collaborating with internal subject matter experts, and especially working closely with client services to ensure a successful customer journey from sales to service.
The ideal candidate is tech savvy, experienced in sales, and grounded in philanthropy, with established professional networks in California and the West. As an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, the SMD will guide the sales process confidently toward the goal/close with a strong sense of urgency, initiative, and drive to get things done, and an emphasis on working with and through people in the process. A growth mindset and flexibility are essential.
Business Development and Sales (85%)
Sales Operations (15%)
Foundation Source is seeking an experienced, self-motivated, collaborative Business Development Representative (BDR) to join our team. The BDR will manage inbound and outbound sales, identifying prospects and qualifying leads. The BDR is a "first point of contact" with prospective customers, engaging them over the phone, by email and through virtual meetings. Successful candidates must demonstrate curiosity, passion, and drive. A flexible and adaptable mindset is essential. The BDR must be comfortable working with an existing sales team and cross-department teams. Experience in philanthropy or financial services is preferred.
Lead Discovery (50%)
Territory Growth (35%)
CRM Management (15%)
The Foundation Engagement Associate will help build our market for philanthropic solutions by supporting lead generation with private foundations. This newly created role will expand our business development activities. The Foundation Engagement Associate will join a seasoned sales team and mature company as we continue to grow our business through our purpose-built software and services.
The Associate will represent Foundation Source and its offerings to foundation leaders in targeted markets. The Associate will respond to inbound inquiries; however, the role primarily requires identifying and researching targeted prospects, proactively reaching out by phone, email and social media, positioning our tech-forward services, and conducting platform presentations. The Associate will hold meetings (in-person and virtual), conduct webinars, and do public speaking, among other tactics and activities, to build awareness and deepen relationships. Prospecting could be through a foundation’s advisory team. Ultimately, the Associate will qualify a foundation as a lead and introduce the designated salesperson who will advance the relationship through to engagement.
The Associate will collaborate with sales leaders and the marketing Team to leverage private foundation stories and interactions into public-facing materials that can be used to advance sales to existing foundations.
The Foundation Engagement Associate will be tech forward and experienced in prospect development. A strong sense of urgency, drive to get things done, growth mindset and flexibility are essential. Prior professional experience in fundraising, financial, consulting, or non-profit fields is required. Private foundation experience is preferred.
Business Development and Lead Generation (90%)
Sales Operations (10%)