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      • icon-foundation-platformFoundation PlatformIndustry-leading software for managing all foundation activities
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        2026 Donor Survey – Funding in Focus

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      • 2026 Donor Survey – Funding in Focus
        Infographics

        2026 Donor Survey – Funding in Focus

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  • January 2024

  • Tue 16

    Foundation Source’s Offerings: Live Presentation – Jan 16, 2024

    January 16, 2024 @ 1:00 pm - 2:00 pm EST

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

  • February 2024

  • Tue 13

    Foundation Source’s Offerings: Live Presentation – Feb 13, 2024

    February 13, 2024 @ 1:00 pm - 2:00 pm EST

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

  • March 2024

  • Tue 12

    Foundation Source’s Offerings: Live Presentation – Mar 12, 2024

    March 12, 2024 @ 1:00 pm - 2:00 pm EDT

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

  • April 2024

  • Tue 9

    Foundation Source’s Offerings: Live Presentation – Apr 9, 2024

    April 9, 2024 @ 1:00 pm - 2:00 pm EDT

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

  • May 2024

  • Thu 9

    Tax Survival Guide: Expert Planning Tips & Strategies For Foundations

    May 9, 2024 @ 1:00 pm - 2:00 pm EDT

    Private foundations offer a whole host of benefits—including certain tax advantages to encourage philanthropic giving. You’re invited to join us...

  • Tue 14

    Foundation Source’s Offerings: Live Presentation – May 14, 2024

    May 14, 2024 @ 1:00 pm - 2:00 pm EDT

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

  • June 2024

  • Tue 11

    Foundation Source’s Offerings: Live Presentation – Jun 11, 2024

    June 11, 2024 @ 1:00 pm - 2:00 pm EDT

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

  • Thu 20

    The 990-PF: How to Reap Savings and Avoid Pitfalls

    June 20, 2024 @ 1:00 pm - 2:00 pm EDT

    In this era of increased accessibility and public interest, press, researchers, grant seekers, and more may look at your 990-PF...

  • August 2024

  • Thu 15

    The Many Facets of Family Philanthropy

    August 15, 2024 @ 1:00 pm - 2:00 pm EDT

    How do different families approach their giving? Is there a single, homogeneous model that works for everyone? You’re invited to...

  • October 2024

  • Wed 23

    Charitable Giving – Exclusive Webinar

    October 23, 2024 @ 2:00 pm - 3:00 pm EDT

    We are excited to invite you to an exclusive webinar from Foundation Source and SEI focused on the unique challenges...

  • February 2025

  • Tue 11

    Foundation Source’s Offerings: Live Presentation – Feb 11, 2025

    February 11, 2025 @ 1:00 pm - 2:00 pm EST

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

  • March 2025

  • Tue 11

    Foundation Source’s Offerings: Live Presentation – Mar 11, 2025

    March 11, 2025 @ 1:00 pm - 2:00 pm EDT

    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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    Services

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    • Planned Giving
    • Endowment Sub-Accounting
    • Fiscal Sponsorship

    Who we work with

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    About Us

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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

    © 2026 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