Whether you’re just getting started on your philanthropic journey or you’re ready to elevate your giving, we’re here to guide you every step of the way. From supporting you with a current passion project to helping you leave a legacy that lasts through the generations, our range of comprehensive solutions meet you where you are today—and in the future.
Explore Our Solutions
Private Foundations
Starting a new foundation or want to better manage your existing operations? Our full suite of foundation creation and management services can help you realize your philanthropy’s full potential. In fact, it’s what we’ve specialized in for more than two decades.
- Purpose-Built Technology: Save time and gain transparency into your foundation’s operations. Track the minimum distribution requirement in real-time, streamline grant workflows and analyze impact with extensive reporting.
- Unparalleled Expertise: Get more meaning (and enjoyment) from your philanthropy with the help of our in-house tax, legal and philanthropic specialists who have deep domain and regulatory experience.
- Simplified Administration: Giving through a foundation is so much easier with tech-enabled solutions. Process grants and expenses with ease, get peace of mind with compliance monitoring and make tax preparation and filing hassle-free.
Donor-Advised Funds
A powerful and tax-smart way to unlock your giving potential is with a donor-advised fund (DAF), and you can launch one quickly thanks to our tech-forward DAF1 program for donors. The program2 is serviced and administered by Charityvest, Inc.3 Key attributes include:
- Frictionless experience. An intuitive interface, automated transactions, availability of all 1.4M charities, and next-day electronic grant delivery make giving an enjoyable process.
- Innovative capabilities. Gift cards, collaborative giving tools, and impact investing capabilities allow for intention, creativity, and fun.
- Include your financial advisor. Seamlessly partner with a philanthropic or financial advisor for them to administrate the DAF. A financial advisor may also set the investment strategies.
Fiscal Sponsorship
Want to respond quickly to temporary or targeted needs? With FS Charitable Fund’s Fiscal Sponsorship, you get secure tax-deductible funding and proper oversight, compliance, and accountability for your charitable project—even if your organization isn’t recognized as a 501(c)(3) charity.
- Fundraise for a specific cause: FS Charitable Fund, an IRS approved 501(c)(3) public charity, offers a Fiscal Sponsorship Program in partnership with Foundation Source. Upon approval of your project, FS Charitable Fund creates a restricted fund through which it receives donations and disburses grants to your organization.
- FS Charitable Fund Works With: Emerging nonprofits awaiting IRS 501(c)(3) recognition, grassroots organizations testing short-term initiatives and mission-aligned charitable projects from non-charitable entities seeking quick access to philanthropic funding.
- How FS Charitable Fund Works: Get a streamlined application, restricted fund management, reporting and oversight, vetting and assessment and proven structure.
- Why Work With FS Charitable Fund: Supported by Foundation Source’s deep domain and regulatory expertise, FS Charitable Fund best equips fiscally sponsored partners with the resources they need to amplify impact.
Philanthropic Advisory
Philanthropic Advisory Services (PAS) is our in-house team of subject matter experts with decades of experience in philanthropy, foundation leadership, private and corporate grantmaking, and wealth planning. They have managed grantmaking portfolios of $2 – $90 million. With deep knowledge of philanthropic practices, our experts can guide you in myriad areas.
Our team of seasoned philanthropic advisors partner with clients to:
- Develop mission, strategy and governance
- Encourage Next Gen engagement
- Build family and corporate legacies
- Design and implement programs
- Plan for succession and key transitions
- Experiment and innovate to deepen impact
1. A donor-advised fund is a separately identified account that is maintained and operated by a section 501(c)(3) organization, and is not a registered investment company.
2. Contributions to The Foundation Source DAF Program are irrevocable contributions made to Charityvest, Inc., a 501(c)(3) public charity.
3. Charityvest, Inc. is a charitable organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”) and further qualifies as a public charity under Section 509(a)(1), 170(b)(1)(A), and 4966(d)(1) of the Code.
