Foundation Source’s Offerings: Live Presentation – Dec 9, 2025

Join Us For a Live Presentation of Foundation Source’s Offerings

Support for philanthropists and their professional teams

Technology

Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
• Amplify impact
• Address the capabilities, workflows and requirements of charitable vehicles
• Improved experience, reduced risk and increased efficiency

Expertise

With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
• 65+ years of in-market experience
• Support all stages of giving through private foundations, charitable trusts and donor-advised funds
• Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration

We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
• Outsourced, configurable charitable administration
• We can handle all the administrative details, so funders can enjoy their philanthropy
• Modern, frictionless experience