When and why did you join Foundation Source?

I joined Foundation Source just over three years ago. I wanted to be a part of a talented, smart team and also work for a company that was committed to making the world a better place. I found all of these things and more at Foundation Source.

What do you love about working at Foundation Source?

I love that across the entire company, everyone is very knowledgeable and supportive, which helps you do your best work. I also find that the team truly cares and believes in the work we are doing to support philanthropists and their professional teams. It’s a privilege to get to play a role in their giving journeys.

What is the best part of your job?

I would have to say our team. We talk every day–about everything from our breakfast to our to-dos for the day. It’s fun and rewarding to work with such a committed team.

What does your job entail?

If you pull back the curtain on our blog, you’ll see me as the “wizard” so to speak. In addition to writing and overseeing the blog, I support the team by working with our experts to craft content that helps educate and inspire philanthropists and the advisors who support them.

What is your team like and what has your experience been with company culture?

I’m part of the marketing team and I have to say, they are the best in the business and true professionals. It’s also fun to share fun facts with each other…we know everything about each other from our pets’ names to our go-to coffee orders. The company celebrates and rewards our efforts and wins.

What has been your favorite project at Foundation Source?

My favorite project is our quarterly newsletter. It’s humbling to look back at the content we’ve created and we look forward to sharing new resources with our subscribers.

What has been your biggest accomplishment since joining Foundation Source?

Launching the Foundation Source blog and watching it grow over time.

In your opinion, what makes the Foundation Source team special?

Our team is continuing to grow and evolve and through it all, we haven’t missed a beat. It’s also an exciting time to be a part of a company that’s continuing to expand its capabilities.

What is a memorable client experience you’ve had or heard about?

I have too many to choose one, but I will say that each time I interview a client to share their story, I’m always inspired by their passion. They truly want to make a difference in the world and it makes you feel really good to know how many wonderful people are out there doing what they can to help.

What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?

I would tell them that this is a great place to be, especially if you want to work for a company that is making a difference. Even if you don’t see a position now, send us your resume and express interest. You never know when an opportunity may open up that aligns with your background and skillset.

Want to join our team?
Check out our careers page for open opportunities.

When and why did you join Foundation Source?

I joined Foundation Source in August 2022. I wanted to focus my professional pursuits and talents on helping folks with their philanthropic pursuits. In addition, I founded and have been managing a charitable-legacy private foundation since 2009 and have enjoyed the experience immensely.

What do you love about working at Foundation Source?

I think the people who work here are all super impressive in their expertise and enthusiasm for their work and I love that positive energy. I love our business development (BDR team) …it’s amazing how we support one another through our collaboration and complimentary talents and expertise.

What is the best part of your job?

I love helping advisors and individuals explore if a private foundation is a good fit for them and/or their clients.

What has been your favorite project at Foundation Source?

I’d say helping our managing directors reach out and build a relationship with the national team at a law firm. We presented to them in person and online, reaching an 80-member attorney team and it was rewarding to see how the attorneys were excited and enthusiastic about our expertise and services.

What has been your biggest accomplishment since joining Foundation Source?

I think bringing a positive energy to my sales team and BDR team.

How have you grown professionally while on our team?

My sales skills have improved tremendously as well as my expertise in private foundation giving.

In your opinion, what makes the Foundation Source special?

As I mentioned, the people who work here are all super impressive and happy! The business of helping people structure their charitable giving through a private foundation is a very special, niche business and very gratifying work.

What parts of Foundation Source’s mission do you connect with?

I can identify with our clients given my personal experience managing a private foundation for 15 years, and I especially appreciate all aspects of the Foundation Source mission.

What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?

I would say that they should expect to find the work to be very energizing, interesting and gratifying.

Want to join our team?
Check out our careers page for open opportunities.

When and why did you join Foundation Source?

In July 2022, I made the move to Foundation Source, transitioning from my role at a SaaS company based in Dallas. The initial contact came through a message on LinkedIn from the Senior Marketing Operations Manager, sparking my interest in a new opportunity. As I navigated the interview process, I realized how much I resonated with Foundation Source’s mission statement and established a quick bond with other members of the marketing team. This alignment of values and interpersonal connections affirmed the potential for a rewarding career shift. I’m happy I made the move.

What do you love about working at Foundation Source?

Foundation Source encourages a supportive work environment that prioritizes employee well-being by promoting a healthy work-life balance.

What is the best part of your job?

The most fulfilling aspect of my role in marketing operations is the opportunity to be at the intersection of strategy and execution. I enjoy the challenges of optimizing processes and systems to ensure that our marketing campaigns run smoothly and effectively. Being able to see the direct impact of my efforts on the company’s goals and objectives is incredibly rewarding.

What does your job entail?

In my role, I oversee and enhance our business’ marketing operations by managing processes, automation, technology and personnel to enable our marketing team to operate effectively and efficiently. Additionally, I also utilize software to make data-driven decisions while striving for quality and brand consistency.

What is your team like and what has your experience been with company culture?

Our marketing team functions like a tight-knit group of friends. While work is our focus, we also take the time to build personal connections. This balance enhances productivity and reflects our companies’ culture.

What has been your favorite project at Foundation Source?

Transitioning to our new marketing automation platform.

In your opinion, what makes Foundation Source special?

Our dedication to creating a positive impact on the world.

Want to join our team?
Check out our careers page for open opportunities.

When and why did you join PG Calc?

I joined PG Calc in 1988. I needed a job! I found PG Calc in the phone book.

What do you love about working at PG Calc?

I love working with my clients and colleagues and analyzing data. I also love the flexibility.

What is the best part of your job?

The best part of my job is helping clients, especially looking at profitability and exhaustion risks of gift annuity programs. I am a nerd and I truly like this!

What does your job entail?

I oversee our GiftWrap product. I do so many things! Sometimes I work with our Consulting group.

What is your team like and what has your experience been with company culture?

The Dev team is excellent. I have one employee who works for me: he tests and troubleshoots GiftWrap. He is a savior!

What has been your favorite project at PG Calc?

My favorite project was our big rewrite of GiftWrap to move it to a hosted product. We could fix all the things that we knew were shortcomings and we worked with an excellent outsourcing company.

What has been your biggest accomplishment since joining PG Calc?

My biggest accomplishment at PG Calc has been building the GiftWrap product. One piece of it was working with various State Insurance Commissioners and actuaries.

Have you grown professionally while on our team?

Yes, I have grown professionally. I have worn so many hats!

In your opinion, what makes the PG Calc team special?

The team is special because everyone is hardworking, and we all enjoy serving our clients.

What is a memorable client experience you’ve had or heard about?

There are so many! I love delivering good news to clients that their planned giving programs are strong and profitable.

What advice would you give to someone who doesn’t know about PG Calc or may be thinking about joining the team?

The team is great, and small/medium-sized companies are the best. Also, I love working with our charity clients. It feels worthwhile.

Want to join our team?
Check out our careers page for open opportunities.

It’s time for another Featured Friday—a special series where we pull back the curtain and introduce you to one of the amazing employees at Foundation Source. We recently talked to Jennifer Yoguez, director of client operations and payables, about her experience at Foundation Source. Keep reading to learn what it’s like to work on the client operations team!

When and why did you join Foundation Source?

I joined Foundation Source in September 2012 when my youngest of 5 children started preschool and I wanted to rejoin the workforce (outside of my home).

What do you love about working at Foundation Source?

My favorite thing about working here is the people I work with. Through the years, I have connected with some amazing colleagues—some who have mentored and supported my growth, others who I have mentored and helped to grow, and then just some really great people who make me laugh and smile.

What is the best part of your job?

The best part of my job is working on special projects and system enhancements. I absolutely love witnessing an idea be put into action and then seeing how a new process improves the way people do their jobs and spend their time.

What do you look forward to each day?

Each day, I look forward to using my knowledge, solving problems, and making progress on projects.

What does your job entail?

My job covers a lot as Director for a few teams that fall under the Client Operations umbrella. The Client Accounts Payable team (including EFT), Client Operations Specialists team and the newly formed Office Services team.

What is your team like and what has your experience been with company culture?

My teams are hardworking and collaborative. They work together and are always willing to help each other out. We have several people who are cross trained in different areas and can pitch in anywhere at any time. I find the company to have a “can-do” culture. I am surrounded by people with a common goal to get things done for our clients as accurately and efficiently as possible.

The best part of my job is working on special projects and system enhancements. I absolutely love witnessing an idea be put into action and then seeing how a new process improves the way people do their jobs and spend their time.

What has been your favorite project at Foundation Source?

My favorite project is one that is currently in the works. As part of the grant overhaul process, we will soon be able to access all grant docs in Admin and have them print out in the same order as the checks, simultaneously. This will be a huge timesaver for two teams! I do have to say though, that on top of the big projects, I really do just love the small projects that come from a small idea but yield big results and save lots of time. Thanks IT!

What has been your biggest accomplishment since joining Foundation Source?

My biggest accomplishment at Foundation Source is probably working with Estee and other colleagues to reorganize and create new teams and focus on the big picture.

How have you grown professionally while on our team?

While at Foundation Source, I have been given many opportunities to grow professionally. I started more than 11 years ago as a seasonal, part-time employee working three days a week for four hours a day to assist during the last quarter with the Client Accounts Payable team. Since then, I increased my hours and days worked, increased my knowledge, and then eventually became a full-time employee in a supervisor position for the Client Accounts Payable team. Fast forward a few years, and I am now a Director. Every day at work I am supported by an amazing COO and by the supervisors who manage these teams with me.

In your opinion, what makes Foundation Source special?

I think it’s the people that have been here since the beginning and believe in the vision of this company that make FS so special. This unique group of people along with the people who have joined over the last twenty plus years are the reason we have been successful and continue to improve and grow as a company.

What parts of Foundation Source’s mission do you connect with?

I love that we are all playing a small part in helping people create a better world through philanthropy. When I first started working at Foundation Source, I would read the grant letters and the hardship applications because I wanted to really understand my job and the impact of our clients’ giving. I hope to never become desensitized to the generous amounts of money that leave our office every day. It is important for me to stay connected to the mission and know that checks are more than just numbers on paper and the grant letters are more than just words and legal language neatly formed on a page.

What is a memorable client experience you’ve had or heard about?

A memorable client moment for me would be when someone from the sales team asked me to join a meeting with a potential premier client in case there were questions about our bank structure and how our payables work. The meeting went extremely well—the sales rep expressed their gratitude for my input and the client came on board! It was a win-win all around and I was happy to be part of the process.

What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?

I would encourage someone to join Foundation Source who is looking for a friendly and flexible work environment with opportunities for growth.

Want to join our team?
Check out our careers page for open opportunities.

Today is a bittersweet day for our team as we celebrate and honor our Sr. Vice President of Foundation Solutions Mary Ann Stover who is retiring from Foundation Source after 18 years. During her time with us, Mary Ann has held many leadership roles and made numerous contributions to the firm. Her experience, insight and institutional knowledge is unmatched and has helped strengthen our company’s position as a leader and expert in philanthropic solutions. But before we bid her adieu, we’re passing the mic to her one last time to share her unique perspective—including what she’s excited about for the company’s future.

What will you miss most about Foundation Source?

It has been gratifying every day of my 18 years at Foundation Source to know we are helping people to define and carry out their philanthropy. It now sounds like a cliché to say we’re a company that empowers change through philanthropy, yet that’s what we’ve been about before it became a tagline or sound bite. So, I will miss this mission, especially my colleagues and our shared commitment.

What’s your favorite Foundation Source memory?

I started at Foundation Source in its early days. My youngest son was just eight months old. The company and my son grew up together. My favorite memories relate to the journey of finding a balance and interconnectedness between the personal and the professional.

What was your biggest accomplishment at Foundation Source?

I’m most proud of how I showed up for others at Foundation Source and in our networks over these past 18 years. I believe our relationships matter most, so I have always wanted to be present and available to take the time to listen, think creatively about solutions and lend expertise. Along the way, people did the same for me. Ultimately, this paved the way for me to become the Chief Revenue Officer—a significant accomplishment.

As someone who has seen Foundation Source grow and evolve over the years, what do you think is the most exciting thing about the future of the company?

We came to market 24 years ago with a platform-powered service—a combination of people, talent and new technology. It’s hard to remember how the internet was barely a thing at that time. We had the vision and broke new ground. Today, we remain the only company with an end-to-end solution for private foundations. It’s exciting to see how Foundation Source will be leveraging this to grow and expand—all while prioritizing service.

Thank you, Mary Ann, for your dedication and leadership. We wish you a very happy and relaxing retirement!

Want to join our team?
Check out our careers page for open opportunities.

When Foundation Source acquired PG Calc, a leading provider of charitable services software earlier this year, our team was abuzz with excitement and we quickly setup several meetings to meet our new colleagues. In this month’s Featured Friday edition, we’re excited to introduce you to Andrew Palmer who shared his experience at PG Calc as Director of Marketing Services. Keep reading to learn about his experience!

When and why did you join PG Calc?

I joined PG Calc in 2013 to create the Marketing Services line of business.

What do you love about working at PG Calc?

I love the people I work with – both the employees and the clients.

What is the best part of your job?

When I learn we have helped a charity bring in a transformative gift.

What do you look forward to each day?

Working with the Marketing Services team at PG Calc.

What does your job entail?

I serve as the Director of the line of business, which encompasses sales, marketing and the supervision of six employees.

What is your team like and what has your experience been with company culture?

My team is a close-knit group that works hard but likes to laugh.

Want to join our team?
Check out our careers page for open opportunities.

It’s Featured Friday! We recently talked to Coreena Schultz, director of product management, about her experience at Foundation Source. Keep reading to learn what it’s like to work on the product team!

When and why did you join Foundation Source?

I was lucky to be recruited to Foundation Source in 2022. When I heard how amazing the company was and their mission, I could not pass up the opportunity.

What do you love about working at Foundation Source?

Foundation Source empowers people to create a better world through philanthropy, and what I love most about what I do is creating technology that supports our partners in giving to make a difference in the world.

What is the best part of your job?

Getting to work with amazing people who really care about what they are doing –and the positive impact their work has on others.

What does your job entail?

As the Director of Product Management, I work on our client-facing and nonprofit platforms. This requires planning what we are delivering today, what we are working on next and prioritizing the roadmap based on the business and client needs. Speaking to clients, internal teams, and external folks to gather feedback and requirements for the new features, products, and enhancements. Then translate all that information for the engineers to build into the platform. I also create product-related materials with marketing, meet with potential partners and industry leaders, client webinars, and much more.

What has been your biggest accomplishment since joining Foundation Source?

The e-onboarding project. We were able to take a careful look at the current onboarding process and decide how to streamline it – from paper to online. As a tech-forward company, we wanted the onboarding process to be as simple and streamlined as possible for our clients and internal teams.

In your opinion, what makes the Foundation Source team special?

The people are amazing! Everybody is welcoming and easy to work with. The professionals that I have the pleasure to work with are top performers.

What parts of Foundation Source’s mission do you connect with?

To always Be Giving by helping people in their philanthropic endeavors, through our services and technology. It’s more than just a job…I’m able to help people who are making an impact in the world.

What is a memorable client experience you’ve had?

I meet with many clients to either gather feedback on something we have built or we are looking to do in the future. What I find memorable about these experiences is their stories.

What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?

If you are great at what you do, enjoy collaborating with others and like to have fun when getting your work done, stop thinking and join the team. Big bonus, you will help make the world a better place.

Want to join our team?
Check out our careers page for open opportunities.

Happy Friday! In this month’s Featured Friday edition, we talked to Peggy Jacobsen, who shared her experience at Foundation Source as Director of Product Management. Keep reading to learn about her experience and the advice she has for anyone who may be thinking about joining the team!

When and why did you join Foundation Source?

I joined Foundation Source as a consultant in April of 2013 and as an employee in December of 2013. I had recently left a very large financial services company and wanted to work somewhere smaller where what I did every day really made a difference. I reached out to a former colleague who worked at Foundation Source and was quickly convinced that it would be a great fit!

What do you love about working at Foundation Source?

I love the people! Without exception, they are talented and dedicated to doing what they do extremely well with a consistent focus toward benefiting our clients.

What is the best part of your job?

There is tremendous satisfaction when product projects are launched, and you can actually see the benefits being achieved. Watching an idea become reality is great!

What does your job entail?

As Director of Product Management for the backend financial systems, I work with several business departments on how we can improve our processing to be as efficient as possible and to add new features in the continually changing tax and legal landscape we face. I then work with the engineering team to provide the vision of what is required. From concept to implementation, I’m there every step of the way.

What is your team like and what has your experience been with company culture?

I work very closely with our sprint team to bring projects to fruition. It is made up of architects, development engineers and quality assurance engineers. The team is a very dedicated group of talented people. We meet daily and I’m always impressed with their great ideas and focus on producing a quality product. The #begiving culture is very apparent in our group. Everyone’s always willing to help out another team member with whatever they need.

What has been your favorite project at Foundation Source?

I think my favorite project is always the one I just finished. It’s kind of like when someone asks if you have a favorite child. They are all my favorites for one reason or another! But if I had to choose, it would be when I transitioned from supporting the client-facing systems to supporting the financial backend systems. Working for the first time on our annual tax season project meant I needed to fully understand our tax return system. It was very challenging to understand such a complex system but also very rewarding when it was complete, and all the tax returns were successfully filed!

In your opinion, what makes the Foundation Source team special?

The people are Foundation Source’s superpower! Everyone I have worked with is dedicated to doing the best they can for their clients and the company.

Want to join our team?

Check out our careers page for open opportunities.

Happy Friday! In September’s Featured Friday edition, we talked to Scott Trowbridge, who gave us an inside look at what it’s like to be a Private Client Advisor at Foundation Source. Keep reading to learn about his experience and the advice he has for anyone who may be thinking about joining the team!

When and why did you join Foundation Source?

I joined Foundation Source in 2019. While I did not have a background in philanthropy, I was told that my customer service background would serve me well in the role. When I was interviewing for the job, I was told the people I would work with were fantastic. I have found that to be 100% true. Everyone is friendly, knowledgeable and willing to help. We have a great team!

What is the best part of your job?

Having a client come to me with an idea, working with the client and our experts here at Foundation Source to shape the idea, and then seeing it come to fruition. It also feels good knowing I had a part in helping the client achieve their goal.

What does your job entail?

I provide support to our clients by receiving and responding to their questions and inquiries, working with them to achieve their goals, and bringing in the appropriate Foundation Source experts when called for.

What is your team like and what has your experience been with company culture?

My team is friendly, hardworking and helpful. We support each other and work very well together. Our shared goal is to provide an excellent customer experience.

How have you grown professionally while on our team?

As a Private Client Advisor, I work with many departments to assist my clients with their different questions, inquiries and ideas. Because of this, it is important for me to know which department to connect with and how. This has helped me to grow my organizational and prioritization skills.

In your opinion, what makes the Foundation Source team special?

All our departments work together to deliver a great customer experience.

What is a memorable client experience you’ve had or heard about?

I support a client that started their private foundation for the primary purpose of creating a scholarship program. In working with our client, as well as with my expert colleagues in our philanthropic advisory and legal services departments, the program was approved by the IRS and recently had its first recipient. While the program is in its beginning stages, it’s awesome to be involved from the start and to see the results as they happen!

What advice would you give to someone who doesn’t know about Foundation Source or may be thinking about joining the team?

Foundation Source is a great place to work. Our clients are passionate about their philanthropy, and so are we. While the environment can be high pressure at times, we are all working toward our shared goal of making a positive impact on our world.

Want to join our team?

Check out our careers page for open opportunities.