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Support Your Business with Enterprise-Caliber and Technology-Led Charitable Giving Solutions

Compliance, security, technology, expertise—these are all top of mind and critical components to the success of your organization. That’s why we’ve built our charitable giving solutions around these key value drivers for financial institutions with models that support your firm’s unique needs.

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Three Models To Support Your Business:

  • SaaS Platform – Want to maintain the services component of your business? Our applications are purpose built for private foundations, foundation service providers and planned gifts.
  • Outsourced Back-Office – With our comprehensive back-office support, your financial institution benefits from administration, compliance, transaction processing and tax filings. This is ideal for firms that want a private label solution to complement their core business.
  • Referral Arrangement — We offer white-glove service with preferred pricing for wealth management and private banking clients—a great option for firms with an approved shortlist of HNW and UHNW specialists.

Why Foundation Source?

icon-stars98% Client Retention

icon-hand-planting20+ Years of Helping Foundations

icon-peer-network2,000+ Network of Philanthropic Peers

icon-map-compassNationwide Support

World-Class Technology

As the leading provider of technology-led charitable giving solutions for financial institutions, our SaaS platform includes, SOC 2 Type II certification, white-label and branded options that support your style guides, and advisor and enterprise views.

What It Does:

for Private Foundations:

  • Grant and expense processing
  • Tax center
  • Customizable dashboards
  • Reporting and analytics

for Planned Giving:

  • Gift administration for planned gifts
  • Sub-Accounting for endowments
  • IRS Calculations for CRTs and CLTs
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World-Class Services

We’re specialists in private foundations and planned giving and provide your firm with high-touch client support—the kind you’d expect from the leader in charitable giving solutions. Leverage our deep domain expertise and extensive educational resources to set your staff and organization up for success.

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for Private Foundations:

  • Tax Preparation and Filing
  • Philanthropic Advisory Services
  • Compliance Monitoring
  • Specialized Grantmaking Services
  • Financial Recordkeeping and Reporting
  • Grants Management

for Planned Giving:

  • Planned Gift Administration
  • Endowment Sub-Accounting
  • Gift Calculations and Proposals
  • Gift Annuity Services
  • Marketing and Creative Services for Nonprofit Fundraising

With Foundation Source, You Get:

Expertise
What's Included

Our deep domain and regulatory expertise in private foundations and planned giving complements and expands your HNW and institutional offerings.

Technology
What's Included

Our applications were purpose-built to address the capabilities, workflows and requirements of private foundation and planned gift administration.

Efficiency
What's Included

Outsourcing charitable administration can reduce internal costs and headcount while improving fiduciary services and the client experience.

Compliance
What's Included

Platform controls and a team of tax and legal experts help de-risk your operations and ensure that donors are compliant with IRS regulations.

 

Security
What's Included

Application security measures and internal protocols meet enterprise-level standards to safeguard data and mitigate risk.

Reducing a Corporate Foundation’s
Workload

 

SEE CASE STUDY

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Contact Us

Let Us Do the Work!

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Contact us to learn more about of our comprehensive services

Ready to get started?

CONTACT US

Or, call us at 800-839-0054