Foundation Source Philanthropic Services Inc.
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Fintech • Software • Consulting • Financial Services
Leads charitable gift annuity compliance services, managing a team and overseeing accurate state registrations and annual filings for 80+ clients. Maintains regulatory knowledge, client contracts, and compliance records; improves processes, verifies invoicing, and manages filing reimbursements. Trains staff and colleagues, delivers client webinars, supports audits and planned giving programs, and serves as the internal subject matter expert on charitable gift annuity compliance.
