2,000+
private foundations
1,900+
nonprofits
150+
financial institutions
12,000+
advisors
Enterprise-Grade Charitable Giving Solutions
We’ve built a configurable suite of solutions that facilitate all stages of giving backed by technology, administration and expertise for donors, nonprofits, professional advisors, and financial institutions.
Technology
Amplify Your Impact
Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
Expertise
Your Partner in Giving
With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
Administration
Modern Philanthropy Starts Here
We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
By the Numbers
97
client retention
65
years of combined experience
22
in foundation assets
50
grants processed annually
70
planned gifts administered annually
See what our partners in giving have to say.
“The work that Foundation Source does for us has made it so that we can step away from the regulatory and administrative side of the foundation and pursue our mission without concerns that we may not be compliant with nonprofit laws.”
“PG Calc has been a wonderful business partner over the years. They are always responsive to our inquiries and have helped our team build confidence with their software. We always feel supported and know where to go with our questions. They are a leader in gift administration and illustration software, but their team, expertise and customer service are really what sets them apart. Thank you for supporting our work to Save Them All.”
“Professional, full-service, responsive, collaborative solution for our needs running a corporate Foundation!”
“Foundation Source is a terrific back office that ensures compliance is met, offers an amazing grant management platform, streamlines expense processing and reporting, and their Private Client Advisors can be great sounding boards.”
“It’s been WONDERFUL working with PG Calc over the years. You have put up with countless questions...thank you for your patience and for doing such a thoughtful job of handholding. It gave me confidence having PG Calc as my copilot. There’s a reason I sent the company (and my planned giving donors) a New Year’s card every year… I appreciated your professionalism and support. PG Calc staff were an extension of my office. Many, many thanks.”
“Foundation Source has been a fantastic partner in helping my clients achieve their financial and philanthropic goals. I was able to leverage their incredible resources and deliver to my client an end-to-end philanthropic solution. I recommend the professionals at Foundation Source and their firm with high conviction.”
“Foundation Source allows us to focus on key client issues as a financial advisor. They have far exceeded our expectations. They are responsive and take all the problems and difficulties out of administering a foundation.”
Resources & Updates
In the News
“Foundation Source is a great resource. Their technology is quite advanced, allowing for complete management of your foundation from the robust user portal.”
“Foundation Source offers one-stop shopping for anyone who wants all the capabilities of a foundation without the hassles.”
“Foundation Source makes it possible for people with relatively small amounts of money to set up a foundation.”
