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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

        Giving + Investment Trends within Private Foundations
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12 events found.

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Today
  • March 2023

  • Thu 23
    March 23, 2023 @ 1:00 pm - 2:00 pm EDT

    Differentiated Giving: Underutilized Capabilities of Private Foundations

    We asked our in-house team of philanthropic experts to weigh in on the unique (yet sometimes underutilized) capabilities of private...

  • April 2023

  • Tue 4
    April 4, 2023 @ 1:00 pm - 2:00 pm EDT

    Philanthropic Planning: How To Optimize Your Offering And Drive Growth

    Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic...

  • 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

  • Thu 18
    May 18, 2023 @ 1:00 pm - 2:00 pm EDT

    Take the Wheel with Impactfully – May 18, 2023

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

  • Tue 23
    May 23, 2023 @ 1:00 pm - 2:00 pm EDT

    Join us for a Live Demo of Foundation Source’s Offerings – May 23, 2023

    Support for Philanthropists and their professional teams. Operational Efficiency Accounting & Tax Support Compliance Monitoring​ Transaction Processing Technology Grantmaking ​...

  • Tue 30
    May 30, 2023 @ 2:00 pm - 3:00 pm EDT

    Take the Wheel with Impactfully – May 30, 2023

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

  • June 2023

  • Thu 8
    June 8, 2023 @ 2:00 pm - 3:00 pm EDT

    Join us for a Live Demo of Foundation Source’s Offerings – Jun 8, 2023

    Support for Philanthropists and their professional teams. Operational Efficiency Accounting & Tax Support Compliance Monitoring​ Transaction Processing Technology Grantmaking ​...

  • 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...

  • 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

  • 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...

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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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    Who we work with

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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