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