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Coming Together to Create a Better World Through Philanthropy

For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we’re proud to collaborate with firms that are active in philanthropy and offer a variety of opportunities to lend our support and expertise based on commitment level.

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Our Alliance Levels

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PLATINUM ALLIANCE

Our highest-level alliance with top-tier support for firms deeply committed to philanthropy. (Limited number of spots reserved.)

Manage a Foundation

PREMIER ALLIANCE

For family wealth management firms active in philanthropy with a strong commitment to collaboration.

Foundation Administation

EXECUTIVE ALLIANCE

Entry-level alliance in the family wealth space with a growing and established philanthropic practice. Firms must offer specialized philanthropic services and solutions.

NETWORK ALLIANCE

For affinity firms with private foundation or high-net-worth members. Collaboration through sponsorship to provide members with philanthropic expertise.

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Why Work With Us

For more than two decades, Foundation Source has brought unparalleled knowledge and expertise to philanthropists and their closest advisors nationwide. Here are some highlights:

  • Trusted source for philanthropic expertise
  • 2,000+private foundation clients nationwide
  • 98% client retention
  • Administers $21+ billion in foundation assets
  • ~8,000 users of Foundation Source Online® — purpose-built philanthropic software
  • Facilitated $10+ billion in charitable aid

By the Numbers

2,000+

We support more than 2,000 private foundations representing more than $22 billion in charitable assets.

$1M – $3B

Individual client foundations range in size from less than $1 million to more than $3 billion in assets.

420K

Since the company was founded, we’ve helped our clients process more than 420,000 grants totaling more than $10 billion in charitable aid.

Strategic Alliances:

Let’s Get Started

We serve family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. What can we help you with today?

Start a Foundation
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Start a Foundation

Manage a Foundation
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Manage a Foundation

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