Rebecca Jacobs Email & Phone Number

Toronto, ON, CA

Joined as part of Vennfi's (YC S20) acquisition.Foundation Source is the leading provider of enterprise-caliber and technology-led charitable giving solutions. At the forefront of philtech, Foundation Source is the partner of choice for turnkey software and services that offer end-to-end support for donor-advised funds, planned giving and private.

• Marketing:
• Manage cross-functional team to execute on all marketing efforts.
• Develop content strategy across marketing mediums.
• Update marketing website as well as instructional guidebook copy.
• Draft marketing collateral for Charityvest for Advisors firms and align with RIA marketing teams on rollout plans.
• Produce educational articles and videos on financial planning and strategic charitable giving.

Remote

• Influence and draft operational policies and procedures
• Collaborate with engineering to recommend internal tool improvements
• Allocate millions of dollars' worth of stock, ACH, check, crypto contributions to donor accounts
• Run bi-weekly manual evaluation and batch processing of at least 1000 grants
• Maintain accurate records in the charity database of over 1.4 million organizations
• Reconcile banking data with internal database on a daily basis

Remote

• Customer Support:
• Manage over 2000 complex customer conversations with 98.62% customer satisfaction rating
• Troubleshoot customer experience issues in collaboration with the engineering team
• Lead Workplace Giving Program demos, onboarding, and subscription platform invoicing
• Write support content, including Guidebook material, FAQs, help articles
• Draft outbound content for company updates to relevant customer segmentsCustomer Insights:

Toronto, Ontario, Canada

Connect small nonprofits with large-scale funding opportunities so they can focus on what matters most - doing good work.

Tanzania

• Representing Babson College in a partnership with the Tanzanian government and the Tanzania Chamber of Commerce, Industries, and Agriculture to inaugurate Babson Entrepreneurial Leadership for Tanzania (BELT), a.
• Developing and guiding the annual Babson Entrepreneurial Leadership Academy in Tanzania, a ten-day volunteer trip for approximately (20) Babson College students and affiliates
• Establishing and leading secondary school entrepreneurship clubs with over (80) active members by adapting Babson College curriculum
• Mentoring more than (10) individual entrepreneurs through business model consulting
• Developing and directing business seminars for groups of (100) government loan recipients
• Planning and hosting Entrepreneurship Day, an event to promote BELT and to facilitate networking among over (120) Tanzanian entrepreneurs

Wellesley, MA, USA

• Participating in one semester of an ongoing experiential learning curriculum - Affordable Design and Entrepreneurship (course developed by Franklin W. Olin College of Engineering and Babson College)
• Managing the Brightbox Venture Team, a group of undergraduate engineering and business students devoted to a unique STEM educational tool start-up
• Partnering with international non-profit organizations (Agaysta International Foundation and The Exploratory) to deliver a STEM educational tool to students in the developing world
• Conducting primary and secondary research on additional market opportunities for Brightbox
• Outlining and evaluating (7) potential business models for Brightbox
• Recommending a business strategy for the future Brightbox team

Wellesley, MA, USA

• Collaborating with the Consumer Products Sector team of (3) undergraduate students to develop a short- and long-term investment strategy
• Conducting fundamental and quantitative research to identify potential investment opportunities in the Consumer Products Sector
• Developing analyst reports/stock pitches on attractive investment opportunities for scrutiny by a team of (40) experienced Babson-affiliated finance executives, undergraduates, and graduates
• Investing a portion of $2 million USD from the Babson College endowment in attractive investment opportunities
• Monitoring the relative performance of investments to the S&P 500

Wellesley, MA, USA

• Organizing and executing social, educational, and wellness programs to mentor and connect a community of (40) undergraduate residents
• Responding to medical, mental health, safety, and gender-based misconduct crises
• Promoting student accountability by reporting undergraduate residents in violation of Residence Education policy to campus police and administration
• Serving as a liaison between the Residence Education administration and undergraduate residents of campus housing
• Leading and advising the community of (60) Resident Assistants

Wellesley, MA, USA

• Tutoring students that strive to improve their understanding of Quantitative Methods courses in a private and group setting
• Grading Quantitative Methods assignments for (30) students per semester on behalf of a faculty member on a bi-weekly basis

Wellesley, MA, USA

• Researching new technologies, such as communication platforms, to improve Babson students’ online user experience
• Training professors and students on online learning technology via media such as videos and written instructional guides

Wellesley, MA, USA

• Instructing groups of more than (10) children enrolled in beginner skating lessons on a weekly basis
• Evaluating the skating ability of children in collaboration with a certified instructor
• Monitoring public skate sessions and enforcing Babson Skating Center policy as required

Greater Boston Area, MA, USA

• Collaborating with a team of (5) undergraduate students and (1) graduate student from Babson College as part of the Management Consulting Field Experience Program
• Conducting extensive primary and secondary research on Puma products and target markets
• Presenting recommendations to the PUMA innovation team (Germany)

Brampton, ON, Canada

• Collaborating with VP Finance and KPMG Management Consulting team to implement activity-based costing at U.S. industrial alcohol packaging plants
• Organizing and analyzing personal interviews with fifty team members, including the CEO, in order to assess areas of improvement within the organization
• Developing the basis for a personalized Lean Green Belt curriculum

London, United Kingdom

• Interpreting analyst reports to provide insights on current portfolio companies in daily conference calls with the Boston office
• Analyzing primary and secondary company research from a qualitative and quantitative perspective to recommend new investment opportunities for the Bank Loan portfolio

Digital Media Zone, Ryerson University, Toronto, ON, Canada

• Developing a business plan in collaboration with the CEO to support the transition to a for-profit organization
• Reporting progress updates from 2013-2014 in their first Annual Report

Wellesley, MA, USA

• Building a student-run non-profit company as part of a business course curriculum
• Gathering and analyzing market data on a daily basis with the mobile application analytic tool, Flurry Analytics
• Developing marketing and sales strategy in collaboration with the CEO

Thornhill, ON, Canada

• Performed administrative duties; contacted patients, billed patients, booked appointments, and responded to office inquiries
• Scanned and proofread confidential patient information, results, and consultant letters for input into Practice Solutions electronic medical records
• Enhanced analytics capacity by coding patient diseases in Practice Solutions
• Trained new student worker on all required tasks

Thornhill, ON, Canada

• Instructing children enrolled in beginner ski lessons on a weekly basis in both private and group settings

Bachelors Of Science In Business | Cumulative Gpa: 3.74/4.0

Education record

"Babson BRIC: The Cornerstone of the New Global Economy is a semester-long, globally comparative and academically rigorous study abroad.

Honors International Program | Advanced Corporate Finance

"The Honors International Program in London offers students the opportunity to combine academic study with a volunteer internship in a.

International Baccalaureate Diploma With Honors

Activities and Societies: Varsity Cross-Country Team, Student Council, Drama Council, Annual Drama Production, Ski Club