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      • icon-foundation-platformFoundation PlatformIndustry-leading software for managing all foundation activities
      • DAF PlatformWhite-labeled donor-advised fund programs for wealth managers and nonprofits
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      • Private FoundationsA full suite of foundation creation and management services
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      • Key Findings – 2025 Report on Private Philanthropy
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        Key Findings – 2025 Report on Private Philanthropy

        Giving + Investment Trends within Private Foundations
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        Temple University Launches Custom Donor-Advised Fund Program in Partnership with Foundation Source and Charityvest

        Partnership provides Temple alumni and supporters with a flexible, modern way to give back
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      • Key Findings – 2025 Report on Private Philanthropy
        Reports & Surveys

        Key Findings – 2025 Report on Private Philanthropy

        Giving + Investment Trends within Private Foundations
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Today
  • June 2023

  • Thu 15
    June 15, 2023 @ 1:00 pm - 2:00 pm EDT

    Reimagining Philanthropy for the 21st Century

    Tech, Trust-Based Philanthropy & Modern Grantmaking Thursday, June 15th at 1 pm EST Traditional philanthropic practices -- often involving top-down...

  • July 2023

  • Tue 25
    July 25, 2023 @ 2:00 pm - 3:00 pm EDT

    Take the Wheel with Impactfully – July 25, 2023

    Join Us for a Live Demo of Impactfully One platform for your Foundation Management and Grants Management needs Engage Leverage...

  • August 2023

  • Tue 29
    August 29, 2023 @ 2:00 pm - 3:00 pm EDT

    Take the Wheel with Impactfully – Aug 29, 2023

    Join Us for a Live Demo of Impactfully One platform for your Foundation Management and Grants Management needs Engage Leverage...

  • September 2023

  • Tue 19
    September 19, 2023 @ 2:00 pm - 3:00 pm EDT

    Take the Wheel with Impactfully – Sep 19, 2023

    Join Us for a Live Demo of Impactfully One platform for your Foundation Management and Grants Management needs Engage Leverage...

  • Wed 27
    September 27, 2023 @ 1:00 pm - 2:00 pm EDT

    3 Trends in Philanthropy: Thriving Thru Transitions, Technology and Teamwork

    The only constant is change and philanthropy continues to see its fair share of emerging trends that are impacting giving....

  • October 2023

  • Tue 17
    October 17, 2023 @ 1:00 pm - 2:00 pm EDT

    Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation

    One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for...

  • Wed 18
    October 18, 2023 @ 1:00 pm - 2:00 pm EDT

    Foundation Source Demo – Oct 18, 2023

    Join Us for a Live Demo of the Foundation Source platform! One platform for your Foundation Management and Grants Management...

  • Tue 24
    October 24, 2023 @ 2:00 pm - 3:00 pm EDT

    Donor Advised Funds vs. Private Foundations

    Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile...

  • November 2023

  • Tue 14
    November 14, 2023 @ 2:00 pm - 3:00 pm EST

    Foundation Source Demo – Nov 14, 2023

    Join Us For a Live Demo of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...

  • December 2023

  • Fri 8
    December 8, 2023 @ 1:00 pm - 2:00 pm EST

    Making an Impact: Prioritize, Measure, Maximize

    This time of year sees the highest level of donations, communications and time spent between donors and the organizations they...

  • Tue 12
    December 12, 2023 @ 2:00 pm - 3:00 pm EST

    Foundation Source Demo – Dec 12, 2023

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...

  • January 2024

  • Sun 14
    January 14, 2024 @ 1:00 pm - 2:00 pm EST

    Foundation Source’s Offerings: Live Presentation – Jan 14, 2025

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...

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  • Foundation Source empowers people and companies to create a better world through philanthropy. We support more than 4,000 charitable organizations with innovative technology backed by philanthropic expertise.

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    Technology

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    • Endowment Sub-Accounting
    • Fiscal Sponsorship

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    Connecticut 55 Walls Drive
    Suite 302
    Fairfield, CT 06824
    New York 3333 New Hyde Park Road
    Suite 406
    New Hyde Park, NY 11042
    California 1660 Bush Street
    San Francisco, CA 94109
    Massachusetts 129 Mount Auburn Street
    Cambridge, MA 02138

    © 2025 All Rights Reserved. Foundation Source Philanthropic Services Inc. Foundation Source is a registered trademark of Foundation Source Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Source does not provide banking services; such services are provided by Webster Bank, N.A. or another third-party financial institution.

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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