Business Development

The Business Development Team is responsible for developing relationships on an institutional as well as individual advisor level in order to expand our ability to serve the financial services industry through private foundation services for their clients.

  • William Brennan
    Head of Institutional Sales, Senior Managing Director
  • Julie Binder
    Director of Strategic Alliances

  • Keith Douglas
    National Sales Desk Manager


Corporate

Responsible for Foundation Source’s corporate accounting, business intelligence, and human resource functions.

  • Erin Harrigan
    National Director of Corporate Finance
  • Dawn Harpin
    National Director of Business Intelligence
  • Nicole Phelan
    Senior Director of Account Implementations

  • Virginia Egan
    Director of Human Resources
  • Jamie Buck-Tomek
    Business Intelligence Manager


Client Services

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
  • Kimberly Scott
    Senior Director of Client Services, National Team
  • Alex Savin
    Senior Director of Advanced Services

  • John Johnson
    Director of Client Services, East Region
  • Katie Becker
    Director of Client Services, West Region
  • Alex Correa
    Director of Client Services, Strategic Partner Team


Financial Operations

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

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
    Director of Demand Generation

  • Catherine Censor
    Communications Director


Philanthropic Advisory Services

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

  • Elizabeth Wong
    Senior Philanthropic Director


Tax & Legal Operations

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
  • Jennifer Bruckman, J.D.
    Deputy Legal Officer
  • Rachel Goldstein, CPA
    Tax Manager

  • Lynn Constantine
    Tax Manager
  • Judith Hirschkorn
    Manager


Technology

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 Batista
    National Director of Information Technology
  • Curtis VanAusdal
    Senior Director and Chief Systems Architect
  • Tatyana Ostromogilskaya
    Director of Financial Application Development

  • Peggy Jacobsen
    Director of Client Application Development
  • Dan Schreck
    Director of IT Operations
  • Vivian Elani
    Director of Software Quality Assurance
  • Andrey Nesterov
    System Architect and Chief Developer, Financial Systems”