Director – Gift Annuity Compliance

Foundation Source

. Guide and strengthen the charitable gift annuity state regulatory compliance line of business .

Posted 10/13/2026full-timeCambridge • Massachusetts • United StatesLead💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in charitable gift annuity compliance, regulatory filings, and team leadership. Proficient in managing compliance processes, training staff, and delivering client-focused presentations.

Highest-signal resume keywords

Charitable Gift Annuity ComplianceRegulatory FilingsTeam LeadershipSales SupportPublic Speaking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Regulatory ComplianceClient Contract ManagementOperational EfficiencyData AnalysisFiling Accuracy

Soft Skills

Detail-OrientedEffective CommunicationTraining and Development

Tools & Technologies

Salesforce

Certifications & Qualifications

Bachelor's DegreeAttorneyParalegalAccountantCompliance Officer

Industry Keywords

Gift PlanningPlanned GivingCGA ManualIntra-Departmental TrainingClient Communication

About the role

Key responsibilities & impact

Guide and strengthen the charitable gift annuity state regulatory compliance line of business
Lead and develop a team of three compliance professionals
Support Sales for the compliance line of business
Maintain accurate client contracts and communication records in Salesforce
Refine processes and implement operational efficiencies
Flag clients at risk of leaving
Own a portfolio of annual filing clients
Communicate with clients and gather information for regulatory filings
Complete filings accurately and on time
Verify invoicing and request reimbursement of filing fees
Train new staff and maintain internal training materials
Provide intradepartmental training to PG Calc colleagues
Deliver at least one annual webinar to clients on state registration and annual filing compliance
Act as the internal subject matter expert on charitable gift annuity compliance
Support audits, planned giving program startups, and specific gift situations
Contribute to annual updates of the CGA Manual
Perform other duties as assigned

Requirements

What you’ll need

5 years experience in gift planning/planned giving, law or regulatory compliance
2+ years managing in a hybrid environment
Love of detail and data-driven work
Bachelor’s degree
Preferred: Attorney, paralegal, accountant, actuary, or compliance officer background
Preferred: Confident and effective public speaker/trainer
Dedicated home office or workspace free of distractions and interruptions
Reliable high-speed internet connection
Ability to reliably commute to the office 2 days per week, Monday/Wednesday
Ability to meet in-person collaboration requirements as needed
Ability to occasionally lift and/or move up to 15 pounds

Benefits

Comp & perks

Hybrid work arrangement
Home office/workspace arrangement
Professional training and development opportunities
Opportunity to provide webinars and build subject-matter expertise
Reasonable accommodations for individuals with disabilities
At-will employment