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
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
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
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
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
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
- Lynn Constantine
- Judith Hirschkorn
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”