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


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