As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey.
For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.
Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.
Rating Reviews
Rating is calculated based on
6
reviews and is evolving.
Pros: The pay and benefits are genuinely strong here for a Client Relationship Manager. Compensation is competitive for San Francisco, and the health insurance, along with the 401k match, offers great financial security.
Cons: While the pay is good, sometimes the workload can feel a bit heavy during peak seasons, typical for the financial services industry. Clearer career progression paths for mid-level roles would also be helpful for long-term planning.
Advice to Management: Keep investing in the strong pay and benefits; it's crucial for attracting and retaining top talent in competitive San Francisco. Also, more clearly defined career progression for Client Relationship Managers would be a big plus.
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Pros: The mission-driven aspect of Foundation Source's work in supporting foundations is genuinely motivating. I've found many colleagues to be supportive and knowledgeable, fostering a collaborative environment. The remote work setup offers excellent work flexibility, which is crucial for maintaining balance.
Cons: While leadership is generally supportive, there are times when communication regarding strategic changes could be more transparent. Project timelines can sometimes feel tight, especially during peak periods for foundation administration, leading to occasional increased workload. Streamlining certain approval processes would also be beneficial.
Advice to Management: Continue to foster transparency in communication, especially around company direction and policy changes. Consider implementing more robust feedback loops for process improvement suggestions from client-facing teams to enhance efficiency and address workload pressures.
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Pros: The best part about my role at Foundation Source is the significant work flexibility. They really embrace remote and hybrid work models, which is fantastic for managing personal life. It's rewarding to work for a company that helps support philanthropic efforts, and my team is generally collaborative and helpful, which makes the day-to-day enjoyable.
Cons: While flexibility is great, internal communication could be more streamlined. Sometimes there's a lack of clarity on project priorities or company-wide updates, which can lead to confusion. This can occasionally impact efficiency for us in client-facing roles within the financial services sector.
Advice to Management: Consider implementing more structured company-wide communication channels and clearer priority setting to enhance team alignment and operational efficiency for all employees.
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What's the dress code like at Foundation Source for roles in client services?
For client-facing roles at Foundation Source, business casual is the norm. I typically wear slacks or skirts with blouses, which seems to be the standard for most employees in our MA office.
Does Foundation Source offer internet reimbursement for remote employees in the nonprofit tech sector?
Yes, as a remote employee at Foundation Source, I've found they do offer internet reimbursement, which is a great perk for working in the nonprofit tech space.
As a CEO, what are Foundation Source's strategic priorities for a mid-sized company looking to expand its philanthropic impact?
Foundation Source focuses on empowering our clients, like mid-sized companies, to maximize their charitable giving through streamlined operations and expert guidance, ensuring strategic alignment with your core business goals.
What kind of benefits does Foundation Source offer to its employees in the philanthropic sector?
Foundation Source offers comprehensive benefits, including health insurance and retirement plans, which have been really great for my work-life balance in the nonprofit industry.
What's the typical salary range for a Donor Services Associate at Foundation Source?
As a Donor Services Associate in their Boston office, I found the salary to be competitive within the non-profit sector, aligning with industry standards for similar roles in the greater Boston area.
What is the typical work environment like at Foundation Source, especially for roles in the financial services sector?
The work environment at Foundation Source is generally professional and collaborative, with a focus on supporting clients in the philanthropic sector. Team members often work together on complex projects, contributing to a supportive atmosphere for those in roles like donor-advised fund specialists.
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