We establish and support private foundations for individuals and families, providing administrative services, online tools, and expert guidance.
Get everything you need to run your foundation efficiently and effectively, all under one roof.
You provide the vision; we provide everything else.
Our professionals serve as your foundation’s virtual staff. We take care of the tedious, yet necessary chores that keep your foundation running smoothly, so you can focus on your philanthropy.
You are supported by world-class specialists with deep knowledge in the tax, legal, financial, and philanthropic aspects of private foundations.
We help wealth advisors serve their philanthropic clients. You manage the assets; we take care of the rest. Your clients get the full power of a private foundation, with the simplicity of a donor-advised fund.
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.
Foundation Source is a great resource. Their technology is quite advanced, allowing for complete management of your foundation from the robust user portal.
Initially, I resisted setting up a private foundation, but Foundation Source has made this not only a relatively effortless process, but also a very enjoyable one. I am grateful that Foundation Source has served a vital role in facilitating this Sievert family legacy.
Our family is grateful to work with our Private Client Advisor. He has done a fantastic job for the John C. Griswold Family Foundation and recently provided a very thorough presentation at our annual meeting. He is a pleasure to work with, always answers our questions in a timely fashion, and is well liked by our family. We are very lucky to have both him and Foundation Source!
2018 Best Marketing / PR Initiative, Family Wealth Report
2018 Thought Leadership by a Technology Provider, Wealth Management Industry Awards