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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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      • 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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Today
  • November 2025

  • Tue 18
    November 18 @ 2:30 pm - 3:30 pm EST

    From Passion to Practice: Evolving The Way You Give – Nov 18th 2025

    Tuesday, Nov 18th at 11:30 AM PT (2:30 PM EST)- Lunch Provided Join us at 1 Hotel San Francisco 8...

  • Tue 11
    November 11 @ 1:00 pm - 2:00 pm EST

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

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

  • Wed 5
    November 5 @ 1:00 pm - 2:00 pm EST

    Building a Philanthropic Legacy with a Family Foundation – Nov 5th 2025

    Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist...

  • Wed 5
    November 5 @ 8:00 am - November 7 @ 5:00 pm EST

    Beacon, The Roundtable

    Roundtable Name: The Roundtable Location and Hotel: Sonoma, CA Date: November 05 - 07 2025 Ideal Wealth Firm Attendees: C-Suite...

  • Tue 4
    November 4 @ 1:00 pm - 2:00 pm EST

    5 Things You Need to Know About Charitable Planning Before The End of The Year

    From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is...

  • October 2025

  • Wed 15
    October 15 @ 8:00 am - October 17 @ 5:00 pm EDT

    2025 MMI Annual Conference

    Washington, DC | Hyatt Regency Washington on Capitol Hill Overview Conference Co-Chairs:  Kara Grehan, Head of Strategic Accounts and Client Engagement,...

  • Tue 14
    October 14 @ 1:00 pm - 2:00 pm EDT

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

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

  • Tue 14
    October 14 @ 8:00 am - October 17 @ 5:00 pm EDT

    2025 Forbes | SHOOK Top Advisor Summit

    The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV October 14: Pre-Party October 15, 1pm: Opening...

  • Thu 9
    October 9 @ 1:00 pm - 2:00 pm EDT

    DAF Day 2025: Unlock the Power of DAF Fundraising

    Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan...

  • September 2025

  • Thu 25
    September 25 @ 1:00 pm - 2:00 pm EDT

    The Philanthropy Advantage – 7 Ways Charitable Planning Can Elevate Your Practice

    Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values...

  • Thu 18
    September 18 @ 1:00 pm - 2:00 pm EDT

    Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles

    Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle, such as a private...

  • Wed 17
    September 17 @ 8:00 am - September 19 @ 5:00 pm EDT

    DAF Giving Summit 2025

    Inspired by impact:
DAF Giving Summit Ignite your passion for philanthropy, expand your network, and shape the future of giving at...

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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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    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