Foundation Source is the leading provider of enterprise-caliber and technology-led charitable giving solutions. At the forefront of PhilTech, Foundation Source is the partner of choice for flexible software and services that offer end-to-end support for private foundations, donor-advised funds and planned giving. We offer a range of purpose-built, cloud-based platforms that facilitate all stages of giving and a configurable suite of administrative, compliance, tax, and philanthropic advisory services for donors, nonprofits and charities, and professional advisors, including RIAs and financial institutions serving wealth management and private banking clients.
With 65 years of combined experience, Foundation Source empowers people and companies to create a better world through philanthropy. We support more than 4,000 charitable organizations, administer more than $25 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually.
Our Services
Purpose-Built Technology
Our secure web-based platform was built from the ground up for the unique needs of private foundations, making it easy to implement your philanthropic strategy, conduct routine activities and keep tabs on your giving.
Philanthropic Expertise
Our team of experienced specialists are on call whenever you need them for professional insights and responsive services. In-house experts include tax, legal, accounting, philanthropic advisory services and more.
Administrative Services
We offer complete back-office services including active compliance monitoring, transaction processing, all state and federal filings, and financial and regulatory reporting – so your foundation runs efficiently and compliantly.
New Foundations
Foundation Source can provide a new foundation, ready for funding, in as little as three business days. We also happily work with new foundations that are established independently by an attorney.
Existing Foundations
Whether your foundation has been around for a few years or a few generations, we have the resources and experience to support it. We provide everything from the basic support all foundations need to highly customized solutions.
By the Numbers
Founded in 2000, these numbers document our remarkable growth.
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
Manage a Foundation
Technology Solutions
Wealth Advisors
Attorneys
Join Our Team