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Salary: USD 120,000 - 140,000 / annual
Foundation Source seeks a Director of Gift Annuity Compliance to lead the state registration and annual filing services for charitable gift annuity programs. You will serve as the recognized authority on gift annuity compliance, leading a team of three compliance professionals while personally managing annual filings for a portfolio of 80+ for-profit and nonprofit clients.
Key responsibilities include:
**Leadership & Strategy (30%):** Guide and strengthen the charitable gift annuity (CGA) state regulatory compliance line of business. Lead, mentor, and develop a team of three compliance professionals. Contribute expertise to support sales efforts. Maintain accurate client contracts and communication records in Salesforce. Refine processes and implement operational efficiencies. Identify and flag clients at risk of leaving.
**Portfolio Management (50%):** Own a portfolio of annual filing clients. Communicate with clients to gather information needed for regulatory filings. Complete filings accurately and on time. Verify invoicing accuracy and request reimbursement of filing fees.
**Knowledge Building & Training (10%):** Train new staff and help them develop expertise. Keep internal training materials current as regulations change. Provide intradepartmental training to PG Calc colleagues. Share expertise with clients through at least one webinar annually on state registration and annual filing compliance.
**Subject Matter Expertise (10%):** Act as the internal authority on CGA compliance, supporting other lines of business including audits, planned giving program startups, and specific gift situations. Contribute to annual updates of the CGA Manual.
You will stay at the forefront of the evolving landscape of state laws, policies, and procedures governing charitable gift annuities, ensuring that clients and internal teams can rely on your expertise.
The role requires hybrid work with office presence 2 days per week (Monday/Wednesday) in Cambridge, MA. You must have a dedicated home workspace, reliable high-speed internet, and ability to commute reliably.
**Requirements:**
- 5+ years of experience in gift planning/planned giving, law, or regulatory compliance
- 2+ years managing in a hybrid environment
- Bachelor's degree
- Strong attention to detail and data-driven work orientation
- Preferred: Attorney, paralegal, accountant, actuary, or compliance officer background
- Confident and effective public speaker/trainer
