An Award-Winning Suite of Services for Private Foundations

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Administrative Services

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.
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Expert Guidance

You are supported by world-class specialists with deep knowledge in the tax, legal, financial, and philanthropic aspects of private foundations.
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Online Platform

Developed specifically for the needs of private foundations, this secure, web-based console enables foundation participation from any internet-connected device and from any time zone.

Why Foundation Source?

Client Satisfaction Rating

Years of Experience Helping Foundations

Foundation Peer Network

Offices Nationwide to Serve You

Information for Professionals and Advisors

Wealth Advisors

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.

Attorneys

We work with a wide range of law firms, from individual practices to large firms with entire departments devoted to exempt organizations. You’ll sleep better knowing your clients’ foundations are being professionally administered.

In The News

A Close Up of What We Offer You

Donors Making a Difference

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.

Fred Sievert, President, The Sievert Family Foundation

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!

Jeffery Earls, President, The John C. Griswold Family Foundation
Client Stories

Resources & Updates

Resource Library

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Podcasts

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Events & Webinars

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