Leader Team

H. King McGlaughon

Chief Executive Officer

“Our mission continues to focus on expanding the impact we have in supporting the global philanthropic enterprise, as we develop and bring to market innovative services and strategic advice. Working ever more effectively with donors and their trusted advisors, Foundation Source can enable more families to have significant impact on the world around them.”

King McGlaughon is responsible for the overall strategy and direction of the company, as well as for the ongoing execution of that strategy by the Foundation Source team. He reports to the board of directors.

Prior to Foundation Source, Mr. McGlaughon most recently served as Chief Philanthropic Officer for Wells Fargo Philanthropic Services and as Managing Executive of Wachovia’s Nonprofit and Philanthropic Services Group. Previously, he served as First Vice President and Director in Merrill Lynch’s Wealth Management Services group and as Director of the Merrill Lynch Center for Philanthropy and Nonprofit Management.

In addition to his roles in the private wealth sector, King served as the provost and dean at The American College in Bryn Mawr, PA, where he also held The Sallie B. and William B. Wallace Chair in Philanthropy in the school’s graduate division.

Mr. McGlaughon is a graduate of The University of North Carolina at Chapel Hill, where he was a Morehead Scholar, and the University of North Carolina School of Law. He is also a graduate of The General Theological Seminary in New York, NY, and is a priest of the Episcopal Church. King speaks regularly at national, regional and local events on the topics of philanthropy and wealth management, nonprofit governance and management, charitable planning for individuals and families, and management and planning for private foundations.

Jeffrey D. Haskell

Chief Legal Officer

“Here at Foundation Source, we put our unique blend of legal, tax and accounting knowledge to work for our clients on a daily basis helping them stay informed and in compliance. For 10 years, I have personally enjoyed developing and refining cutting-edge techniques grounded in solid research to enhance the scope of a foundation’s philanthropic options by innovating programs for hardship, emergency and medical emergency assistance.”

As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.

Mr. Haskell works with and provides guidance to a team of attorneys, accountants and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group.

Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations.

Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Andrew Schulz

National Director of Community and Legal Relations

“It’s often been said that what makes the United States so special is the equal commitment to protecting individualism and contributing to community. Nowhere is this more evident than in philanthropy, where deeply personal impulses lead to private initiatives to enhance the common good. Foundation Source is unique in its ability to serve every aspect of a foundation’s work:  providing expert guidance, technology solutions and administrative support that allow every philanthropist to convert passion into meaningful result, connect with a broader community, and accomplish more together than alone.”

Mr. Schulz is responsible for developing, implementing and overseeing the resources, relationships and dynamics of the Foundation Source community of grantmakers, philanthropists, advisors, attorneys and others aligned around private foundations across the country. He is also responsible for expanding Foundation Source’s presence within the legal community by cultivating partnership and referral relationships with practicing attorneys throughout the U.S. In addition, he focuses on advancing Foundation Source’s voice within policy, legislative and regulatory circles, actively representing the company’s broad base of more than 1,100 private foundation clients.

Prior to joining Foundation Source, Mr. Schulz was Vice President of Legal and Government Relations for the Council on Foundations, where he was responsible for maintaining ongoing expertise in a broad cross-section of tax, legislative and regulatory issues in order to provide assistance and consultation to Council members and the general public. He also headed the Council’s Public Policy Department, providing leadership and oversight for the Council’s legislative initiatives and outreach efforts to members, other nonprofit organizations, policymakers and the general public.

Prior to joining the Council in 2000, Mr. Schulz was an associate at the law firm of Dorn & Klamp in Washington, DC, where he specialized in the laws affecting non-profit organizations. He is a graduate of the College of Wooster (Wooster, OH) and the George Washington University Law School. He is a member of the Maryland and District of Columbia Bars.

Mr. Schulz is nationally recognized as an authority on private foundations and a sought-after speaker and educator on the topic of philanthropy.

Page Eberstadt Snow

Chief Philanthropic and Marketing Officer

“Foundation Source has allowed me to share my 20 years of philanthropic experience with our clients. What starts out as a part-time pursuit to do some good often becomes the most meaningful aspect of their lives. For established foundations, it is gratifying to pioneer ground-breaking solutions and establish family legacies that last for generations.”

Page Snow is responsible for the firm’s marketing and for developing and providing industry-leading education and strategic resources to clients through the company’s network of philanthropic professionals.

Prior to joining Foundation Source, Ms. Snow spent over 10 years with The Pew Charitable Trusts, one of the nation’s top 10 foundations, with assets of $4 billion and annual grant commitments of over $200 million. As the Trust’s Chief Officer of Institutional Planning, she helped to design, evaluate and remodel key operations of the foundation in support of the Trusts’ model of results-based grantmaking. She has expertise in strategic planning, program design and evaluating multi-million dollar grant investments.

Ms. Snow has served on advisory committees for several prestigious philanthropic organizations, including the Center for Effective Philanthropy, the John S. and James L. Knight Foundation, the White Oak Cultural Policy Conference, the Center for Arts and Cultural Policy Studies, the Arts Organization Stabilization Initiative and the W.K. Kellogg Foundation.

Ms. Snow is a graduate of Sarah Lawrence College, and the University of Pennsylvania.

Anders O. Soderstrom

Chief Operating Officer

“Working at Foundation Source means putting powerful tools in the hands of America’s most ambitious philanthropists. Whether it’s enabling donors to connect and make grants rapidly and easily from anywhere in the world – or using modern tracking and results tools to determine the real-world effectiveness of those grants, I take great pride in developing next-generation technology that helps people help people while bringing families together.”

Anders Soderstrom is responsible for the current and future state of the company’s technology platforms as well as for company operations and client support activities.

Prior to joining Foundation Source, Mr. Soderstrom had a successful career at Skandia Insurance Company Ltd, a Swedish insurance and financial services group, and its subsidiary, American Skandia Life Assurance Company. He held various positions, including Chief Information Officer at American Skandia during a period of high growth as American Skandia became one of the premier Variable Annuity providers in the U.S. with total assets in excess of $40 billion and annual sales of $12 billion in the year 2000. He has also held a position as Global Chief Information Officer at Skandia Assurance & Financial Services and President of the Skandia Technology Center, Inc., with overall responsibility for technology and technology platforms at existing and newly started subsidiaries in more than 20 countries worldwide.

Mr. Soderstrom is a graduate of the University of Linkoping in Sweden.

Corporate

Fairfield, CT

Responsible for Foundation Source’s corporate accounting and human resource functions, which include oversight of accounting procedures, internal controls, preparation of financial statements, corporate benefits programs, payroll and insurance.

• Lisa Byrne – Controller

Client Services

Fairfield, CT

Specialists in private foundation administration, the Client Services team serves as the primary point of contact for our clients, to assist with day-to-day foundation activities. They also serve as the liaisons with other Foundation Source departments, bringing in specialized expertise and services as needed for each foundation.

• Kim Foreman – National Director of Client Services
• Stefanie Borsari – Senior Director of Client Services, Premier Group
• Rebekah Wadadli – Senior Director of Client Services, Premier Group
• Alex Savin – Director of Client Services, East Region
• Alyson Redner – Director of Client Services, Central Region
• Christine Mayers – Director of Client Services, West Region
• Kimberly Scott – Director of Client Services, National Team

Community Services

Fairfield, CT

The Community Services team is responsible for developing, implementing and overseeing the resources, relationships and dynamics of the Foundation Source community of grantmakers, philanthropists, advisors, attorneys and others aligned around private foundations across the country.

• Dawn Harpin – Senior Director Community Operations
• Dori Kreiger – Director of Community Programs and Partnerships

Financial Operations

Fairfield, CT

The financial operations group manages accounting and transaction processing for our client foundations, including electronic funds transfers, disbursements, financial data downloads, account reconciliations, transaction monitoring and donor receipts.

• Angela Becchetti – National Director of Financial Operations
• Ed Shapiro, CPA – Senior Specialist, Accounting and Tax

Marketing

Fairfield, CT

The marketing department is responsible for the company’s brand identity and communications strategies, lead generation, public relations, the corporate website, marketing collateral, conferences and events.

• Tom Dittrich – Director of Marketing
• Christine Nero – Senior Marketing Manager
• Jamie Buck – Marketing Manager, Special Projects
• Catherine Censor – Senior Copywriter

Philanthropic Advisory Services

Regional Offices

Our Philanthropic Directors possess significant experience working directly with private foundations, their donors and families. They can answer a quick question on the phone, organize and facilitate meetings to address important issues, build consensus to support decisions at major turning points, or consult around specific needs.

• John Oddy – Senior Philanthropic Director, East Region
• Berit Ashla – Philanthropic Director, West Region

Sales

Regional Offices, Coast to Coast

National

• Tony Rodriguez – National Director of Sales

Strategic Alliances

• Dominique Sinyard-Smith – National Director of Strategic Alliances

East Region

• Anna Curry – Senior Managing Director, New York City
• Mary Ann Stover – Senior Managing Director, Philadelphia
• Mark Land – Senior Managing Director, Winston-Salem
• Tony Rodriguez – National Director of Sales, South Florida
• Julie Harris – Business Development Manager

West Region

• Carol Yonack – Senior Managing Director, Dallas
• Shannon Baker – Senior Managing Director, Denver
• Katherine Holbrook – Senior Managing Director, Los Angeles
• Peter McCrea – Business Development Advisor
• Michael Ryzak – Business Development Advisor

Tax and Legal Operations

Lake Success, NY

Foundation Source’s tax and legal professionals are responsible for all state and federal filings, including the annual 990-PF IRS return and quarterly excise taxes. They also monitor foundation transactions for potential compliance issues, assist with special grantmaking needs – such as expenditure responsibility grants, grants to individuals and international granting – and help those donors wishing to start new foundations.

• Estee Shor, J.D. – National Director of Tax and Legal Affairs
• Chana Spielman – Director of State Compliance
• Rachel Goldstein, CPA – Manager of Tax Accounting
• Jennifer Bruckman, J.D. – Senior Legal Associate

Technology

Fairfield, CT and Salt Lake City, UT

The technology team is responsible for the development, maintenance and security of all Foundation Source systems and infrastructure, including Foundation Source Online, the web platform used by our client foundations to manage their day-to-day foundation activities.

• Gerry Battista – National Director of IT Operations
• Curtis VanAusdal – Senior Director and Chief Systems Architect
• Leona Singleton – Senior Director of Application Services
• Tatyana Ostromogilskaya – Director of Technology Development

Daniel M. Schley

Chairman of the Board

Dan Schley serves as Chairman of the Board of Directors of Foundation Source Philanthropic Services Inc. The board is responsible for the direction, strategy and success of the company. Mr. Schley joined Foundation Source as Chairman and CEO in 2003, guiding the company to its current position as the nation’s largest private foundation management company.

Prior to joining Foundation Source, Mr. Schley served as Chairman and CEO for three successful financial services-based technology companies. In 1995 he co-founded Home Financial Network, a pioneer in the then-emerging field of Internet banking and online financial services, which was sold to Sybase, Inc. in 2000. Mr. Schley served as Chairman and CEO of MECA Software, Inc, a leading developer and publisher of personal finance, tax preparation and small business accounting software, which he acquired in 1987, took public in 1990, and subsequently sold to H&R Block in 1994.

Mr. Schley is a graduate of Stanford University and Harvard Business School.

Robert Chartener

Board Member

Robert Chartener is a managing partner of JHW Greentree Capital, a Small Business Investment Company organized by J.H. Whitney & Co. to invest in smaller buyouts and growth businesses. Founded in 1946, J.H. Whitney & Co. is an alternative assets investment firm with over $4 billion under management.

Prior to joining Whitney, Mr. Chartener was a co-founding partner of Winslow Partners LLC, a private-equity firm investing primarily in Central Europe. From 1985 to 1995, Mr. Chartener worked for Goldman, Sachs & Co., where he was a senior member of the firm’s Principal Investing Area. Mr. Chartener serves as a director of several companies, including Eastern Mountain Sports, Inc. and Foundation Source Philanthropic Services Inc. His nonprofit activities include serving as a trustee and vice president of the board of Cardigan Mountain School and as founding chairman of Magdalene in America. He is a member of the Council on Foreign Relations.

Mr. Chartener earned degrees from Princeton University and Magdalene College, Cambridge University. He is also a graduate of Harvard Business School, where he was a Baker Scholar.

William Mahone

Board Member

William Mahone is a Managing Director of Berkley Capital, LLC, the private equity investment group of W.R. Berkley Corporation. Mr. Mahone has been actively engaged in the private equity business since 1988, when he left Willkie Farr & Gallagher to become Vice President and General Counsel of Interlaken Capital, Inc. Mr. Mahone became a Managing Director of Berkley Capital upon its formation in 2002.

Mr. Mahone also serves on the Board of Directors of Spectrum Corona Energy LLC, FSV Payment Systems, Inc., Technology Investment Partners LLC and FEF Cash, Inc. He was an organizer of The Greenwich Bank & Trust Company, and a director from 1998 to 2003.

Mr. Mahone is a graduate of Stanford University and Harvard Law School.

Frank Medici

Board Member

Frank Medici is President of Berkley Capital, LLC, an investment management subsidiary of W.R. Berkley Corporation, a Fortune 500 company, responsible for the corporation’s private equity investments.

Mr. Medici has extensive investment experience, having served most recently as a Managing Director in the Financial Institutions Group, Investment Banking, at Morgan Stanley & Co. Previously he was an attorney specializing in corporate law with the firm of LeBoeuf, Lamb, Greene & MacRae, LLC. In addition to Foundation Source, he serves on the board of directors for HealthEquity Inc., FSV Payment Systems Inc., and American Home Partners Inc. and sits on the board of Trustees of Dominican College.

Mr. Medici holds joint degrees from Fordham University (J.D. and M.B.A) and in a joint program earned degrees from the University of Connecticut and Fairfield University (B.S. and B.A), respectively.