At a time when philanthropy is evolving faster than ever, one thing remains constant here at Foundation Source: the desire to make a meaningful, lasting difference. Whether you are managing a private foundation or thinking of establishing one, advising clients on charitable strategies, or leading a nonprofit toward its next chapter, you deserve a partner who brings expertise and innovative philanthropic software and services to support the work ahead.
That’s why we’re proud to share the core values that shape everything we do. These values aren’t new—they’ve guided our approach for years—but today, we’re articulating them more intentionally as we continue strengthening the way we serve donors, advisors, and nonprofits. Our employees are also living out these values every day, and we’re pleased to spotlight some of the most recent examples.
Read on to discover the values that steer our decisions, ground our solutions, and reflect the commitments we make to the philanthropic ecosystem.
Our Mission
Foundation Source empowers people and companies to create a better world through philanthropy. Our industry-leading technology combined with unparalleled expertise ensures we are the trusted source for donors, nonprofits and advisors. You can read more about our evolution here.
Our Core Values
Impact
We believe philanthropy has the power and possibility to make the world a better place.
Growth
We grow through innovation and transformation, acquiring and building capabilities to be the partner of choice for philanthropic solutions.
Expertise
We offer purpose-built technology and best-in-class advisory and client support to enable more people to give and more nonprofits to receive.
Our Mission and Values Reflected in Our Employees’ Efforts
These real-world stories represent just a fraction of the impact, growth and expertise contributed by our employees on a daily basis.
Impact Examples:
Snack Bag Volunteers
Our purpose-driven team is not only committed to making a difference by helping philanthropists but also in our local communities! The Connecticut and San Francisco offices recently packed and decorated 450 snack bags for Filling in the Blanks, which supports kids facing food insecurity in the Norwalk, CT community, and Farming Hope, which helps nourish food-insecure neighbors in San Francisco, CA.
Jacqueline Williams
Private Client Advisor
Scholarship Support
We’d like to extend a heartfelt thank you to Private Client Advisor Jaqueline Williams for her amazing support and hard work as we tackled two very active scholarship cycles at once! These applicants often need a lot of support, and Jackie steps in every time with boundless patience, an upbeat attitude, and the kind of enthusiasm that’s basically a superpower.
Judith Hirschkorn
Director of Tax and Legal Affairs
More Funds For a Foundation
Our Director of Tax and Legal Affairs Judith Hirschkorn recently helped to get a client property tax exemption with New York City. Judy navigated the governmental regulations and persevered through an arduous process. Today, we received confirmation that the client was issued a refund check for more than $100,000! These funds will be used to continue the Foundation’s mission while also supporting their 501(c)3 public charity.
Tax Team Hard At Work
The Foundation Source tax team worked tirelessly to recently prepare more than 3,500 federal and state returns and extensions and calculate 2,600+ payments! We also want to shout out our unparalleled Tax and Legal Operations Team as nothing would have gone out the door to clients, the IRS, or any state agency without them! They made it happen and never stopped smiling.
Growth Examples:
In Our Enterprise Era
As we continue to invest in enterprise-grade charitable giving solutions for financial institutions, we recently welcomed a new Enterprise client. Over the past months, we achieved remarkable milestones and demonstrated a high level of commitment to quality, attention to detail, and a clear focus on making this a reality. This project aims to take Foundation Source to the next level, and everyone involved across all areas of the company, including our Engineering and Product Teams, should all be very proud!
Collaborating As We Grow
Kudos to members of the PFS grant and client teams, our PG Calc endowment superheroes, and our Foundation Source legal team who all put their heads together to help solve an endowment-related question for a PFS client who happens to be granting to a PG Calc client! This is a beautiful example of cross collaborating across our entire company to help a client in need.
Processing Grants More Efficiently
A bravo is in order for the entire team involved in helping us process one foundation’s grants more efficiently! They did tremendous work delivering a stable and reliable product, and one with a design that allowed us to process grants and keep up with all the exceptions after the grant cutoff date.
Jonathan Steele
Director of Marketing, PG Calc
Continued Education For Planned Giving Programs
Special thanks to PG Calc’s Director of Marketing Jonathan Steele who helped us prep and launch our first PG Calc blog series on Planned Giving. Jonathan’s quick work and subject matter expertise ensured we refined our message and introduced readers to our expanded offerings.
Daren Watson
Application Support Specialist
Expanding Online Presence
Congratulations are in order for our Application Support Specialist Daren Watson for his patience and expertise in creating a landing page for a client. The client wrote: “This looks good and I’m so happy that it’s just what I envisioned. I’m proud that this landing page will be the face of our foundation.”
Rebecca Ishmael
Senior Tax Accountant
Simplifying Tax Returns
We’d like to thank our Senior Tax Accountant Team Lead Rebecca Ishmael who jumped on a last-minute call to walk one of our foundation clients through their tax return, page by page. Rebecca was informative, professional and offered just the right amount of easily digestible information, which left them satisfied and very appreciative of Rebecca’s knowledge and assistance! “I’d love to acknowledge that I’m able to show up for our clients because I work with such a supportive and knowledgeable team,” said Rebecca. “I’m always happy to help clarify anything for clients and make the process feel clear, simple, and smooth for them.”
We would like to thank our employees for embodying our core values and mission! In our next edition, we’ll share some client examples that also show these values in action.
Want to join our team?
Check out our careers page for open opportunities.
Want to learn more about the ways we support philanthropic families and their advisors?
Schedule a call with us or reach us at 800-839-0054. Together, let’s #begiving.
