Teams at Foundation Source Philanthropic Services Inc.

Leads client foundation relationships, grantmaking, board engagement, budgets, compliance, strategic advising, and team coordination. Oversees grant proposals, due diligence, recommendations, grantee accountability, policies, and foundation operations while representing clients in philanthropic and nonprofit communities.

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.