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        Foundation Source Extends Endowment Sub-Accounting as Part of its Integrated Philtech Suite for Purpose-Driven Giving

        Expanded functionality brings automated, scalable endowment accounting to more organizations through the Foundation Source enterprise platform
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Today
  • October 2023

  • Tue 17
    October 17, 2023 @ 8:00 am - October 19, 2023 @ 5:00 pm EDT

    Exponent Philanthropy – 2023 Annual Conference

    Join your peers in lean philanthropy for 3 days of knowledge sharing, skill building, and connections—in Baltimore October 17-19! This...

  • Wed 4
    October 4, 2023 @ 9:45 am - 11:00 pm EDT

    Donor-advised funds’ expanding impact: Private foundation rollovers

    DAFs continue to play a critical role in driving the dedication of private wealth resources to charitable organizations and are...

  • Mon 2
    October 2, 2023 - October 5, 2023

    2023 Forbes/SHOOK Top Advisor Summit

    Encore at Wynn, Las Vegas 3131 Las Vegas Blvd., Las Vegas, NV Oct. 2: Pre-Party Oct. 3: Pre-Conference Sessions, Best...

  • June 2023

  • Tue 20
    June 20, 2023 @ 8:00 am - 5:00 pm EDT

    EPC San Diego – PFs & DAFs

    Location: San Diego More Info: https://www.epcsd.org/events/event/23756 Speaker: Steve DuBrava

  • May 2023

  • Wed 17
    May 17, 2023 @ 8:00 am - 5:00 pm EDT

    EPC New York City – Impact Investing

    Impact Investing Speaker: Jeff Haskell - In-person for chapter's Estate Planners Day

  • March 2023

  • Tue 21
    March 21, 2023 @ 8:00 am - 5:00 pm EDT

    SFSP Delaware – Ethics & CG, PFs & DAFs

    SFSP Delaware Speakers: Jeff Haskell & Justin Murphy

  • January 2023

  • Mon 9
    January 9, 2023 @ 8:00 am - January 13, 2023 @ 5:00 pm EST

    Heckerling Institue on Estate Planning

    City: Orlando, FL Organization: Heckerling

  • November 2022

  • Wed 9
    November 9, 2022 @ 8:00 am - November 11, 2022 @ 5:00 pm EST

    Southeastern Council of Foundations – 2022 Annual Meeting

    City: Amelia Island, FL Organization: (SECF) Southeastern Council of Foundations

  • October 2022

  • Wed 19
    October 19, 2022 @ 8:00 am - October 21, 2022 @ 5:00 pm EDT

    National Forum on Family Philanthropy

    City: San Francisco, CA Organization: NCFP

  • Tue 11
    October 11, 2022 @ 8:00 am - October 13, 2022 @ 5:00 pm EDT

    2022 Forbes / SHOOK Top Advisor Summit

    City: Las Vegas, NV Organization: Forbes / SHOOK

  • Mon 10
    October 10, 2022 @ 8:00 am - October 12, 2022 @ 5:00 pm EDT

    Exponent Philanthropy – 2022 Annual Conference

    City: Minneapolis, MN Organization: Exponent Philanthropy

  • September 2022

  • Wed 28
    September 28, 2022 @ 8:00 am - September 30, 2022 @ 5:00 pm EDT

    Barron’s 100 Summit

    City: Palm Beach, FL Organization: Barron's

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    Connecticut 55 Walls Drive
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    Fairfield, CT 06824
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    • TECHNOLOGY
      • icon-foundation-platformFoundation PlatformIndustry-leading software for managing all foundation activities
      • DAF PlatformWhite-labeled donor-advised fund programs for wealth managers and nonprofits
      • DAF OSConfigurable philanthropic fund administration for DAF sponsoring organizations
      • Enterprise ConsoleUnified administration, reporting and SSO for financial institutions
    • PROFESSIONAL SERVICES
      • Private FoundationsA full suite of foundation creation and management services
      • Endowment Sub-AccountingEfficient, accurate, multilevel sub-accounting for nonprofits
      • Donor-Advised FundsModern, scalable DAF solutions for every donor and community
      • Planned GivingSolutions for gift administration, compliance, consulting and marketing
      • Philanthropic AdvisoryIn-house team of specialists with deep domain and regulatory experience
      • Website ServicesCost-effective, customized websites created by philanthropic experts
      • Fiscal SponsorshipPre-approved grant program for fundraising and grantmaking
    • BY ROLE
      • DonorsModern tools for impactful giving
      • NonprofitsSpecialized expertise for large legacy gifts
      • Financial InstitutionsEnterprise-grade charitable giving solutions
      • PartnershipsLong-term, strategic philanthropic support
    • ADVISORS
      • Wealth Advisors
      • Attorneys
      • Accountants
      • Family Offices
    • ABOUT US
      • Company25 years of creating a better world through philanthropy
      • TeamMeet our senior executives and thought leaders
      • NewsroomThe latest media coverage and announcements
      • CareersJoin our mission-driven team
    • RESOURCES
      • Resource HubExplore a vault of philanthropic best practices, research and trends
      • BlogGet new insights on giving for donors and advisors
      • EventsJoin us at webinars, live events and industry conferences
      • KitsTake a deep-dive with our curated, thematic resources
      • Client StoriesDiscover the stories of our clients who make an impact
      • PodcastsListen to conversations with industry and sector leaders
      • GrantSafe®Check the tax-exempt status of a charity before you give
    • CONTACT