98% Client Retention
20+ Years of Helping Foundations
2,000+ Network of Philanthropic Peers
Your Philanthropy. Our World.
You’ve dedicated yourself to helping others. We’ve dedicated ourselves to helping you do it.
Modern Philanthropy Starts Here
Our tech-enabled solutions make giving – and having a foundation – easier.
Are you an Attorney?
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.
Are you a Wealth Advisor?
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.
Delivering Solutions to Donors
Don’t take our word for it. See what our partners in giving have to say.
“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 the 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!”
“We get all the services of a fully staffed, large foundation at an extremely affordable price. It’s the great joy of our lives to reach out and assist people in need, and we hope that our children, now foundation officers, will develop a sense of philanthropy that will endure for generations.”