We recently introduced the core values, Impact, Growth, and Expertise, that shape the work we do here at Foundation Source and how our employees are living them out every day. In part two, we’re highlighting another important perspective: our clients.
Across our company, we have the privilege of working with clients who are creating bold change and making the world a better place. Their stories show how these values come to life not only in what we provide, but in what our clients make possible through thoughtful, strategic philanthropy.
Impact
We believe philanthropy has the power and possibility to make the world a better place.
“Transparency is very important to us. At the end of every year, we calculate the direct and indirect impact of our work (based on reports from our nonprofit partners). Last year, for example, our grants directly impacted 5,655,182 lives. Our indirect reach was more than four times greater, impacting 21,438,495 lives.” – The Morgridge Family Foundation
“Our DAF offering through Charityvest reflects our commitment to enriching clients’ lives with innovative solutions and amplifying charitable impact through strategic giving,” said Harry Pearson, CEO at OneAscent.
“It’s not every day that you come across staff with the same level of passion and integrity as the PFS team. They are dedicated to transparency in philanthropy and ensuring the grantee/grantor experience is positive and meaningful. They understand that as a nonprofit, we have limited resources, and they help us maximize our time and our impact.”
– Muneerah Merchant, Chief Advancement Officer, Children’s Health Council
Growth
We grow through innovation and transformation, acquiring and building capabilities to be the partner of choice for philanthropic solutions.
“Foundation Source has really become more of a partner than just a service for us. We want to evolve the Zain Jaffer Foundation from merely donating to charity into taking a more active role and initiating unique projects of our own. However, the compliance and regulations around philanthropy can be complicated. That’s where Foundation Source has been invaluable. They’ve guided us through what’s allowed and what isn’t, especially now that we’re exploring more ambitious goals like building an in-house documentation team. Their consultancy is crucial in ensuring we’re making informed decisions, and they help us make sure we’re doing things the right way. We’ve built a relationship where they’re the first ones we talk to when planning our next steps.” – The Zain Jaffer Foundation
“Vanderbilt University Medical Center hired PG Calc consultants on retainer in 2019. They work with planned giving staff, marketing, operations, and leadership to strengthen the planned giving effort at VUMC. PG Calc developed and delivered a donor/patient survey that allowed us to learn more about our planned giving partners, as they shared their stories, passions, and interests in engaging more with VUMC development. Their survey responses provided invaluable information and significantly increased our Legacy Circle membership.”– Christopher J. Collins, Vice President for Development Vanderbilt University Medical Center
OneAscent, an RIA headquartered in Birmingham, Alabama, launched its own DAF program for advisors and clients in partnership with Charityvest called, “OneGive.” Through their own custom investments in the program, their brand, and collaborative philanthropy initiatives, they believe it will be a meaningful capability to support the growth of the firm — attracting both new clients and advisors.
“PG Calc meticulously helped the Philharmonic analyze its historical financial information, enabling us to ‘rebuild’ the endowment from the date of the oldest restricted gift,” said Brittany Hall, the president and CEO of Fort Wayne Philharmonic.
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.
“With all the moving parts of organizing exhibitions worldwide, Foundation Source’s services prove indispensable. We rely on the client services team’s expertise to collaborate with vendors around the world and can feel assured that they are keeping a close eye on all transactions to ensure compliance with IRS guidelines.”- The Boris Lurie Art Foundation
“PGM Anywhere is a plug-and-play solution that allows us to present a highly professional product to our donors in just minutes. We know that PG Calc will always have the latest rates, tax information, contract language, and other important details, and their templates are clean and easy to read. We also know that we can pick up the phone or send an email at any time and PG Calc will respond promptly. This allows us to focus on what we do best – working with the donor – knowing that we have experts in our corner to assist at any time.” – Jon Kraus, Director of Development Gift Planning University of Denver
We would like to thank our clients for entrusting Foundation Source to be their partner in giving.
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.
