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      • Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs
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        Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs

        LAUNCH YOUR IMPACT WITH FS CHARITABLE FUND’S FISCAL SPONSORSHIP
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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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      • Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs
        Product Briefs

        Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs

        LAUNCH YOUR IMPACT WITH FS CHARITABLE FUND’S FISCAL SPONSORSHIP
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  • 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...

  • Tue 16

    Lido FOIS

    April 16, 2024 @ 8:00 am - April 18, 2024 @ 5:00 pm EDT

    Lido Consulting's Annual Family Office Investment Symposium offers high-quality and exclusive networking and business development opportunities for sponsors and attendees...

  • Thu 25

    Kansas City Estate Planning Symposium

    April 25, 2024 @ 8:00 am - April 26, 2024 @ 5:00 pm EDT

    Kansas City Estate Planning Symposium - In Person and Virtual Registration Options Available 4/25/2024 - 4/26/2024 KANSAS CITY ESTATE PLANNING...

  • May 2024

  • Thu 2

    Philanthropy New York’s 2023 Annual Meeting – From Possibility into Practice

    May 2, 2024 @ 10:00 am - 4:30 pm EDT

    When: Tuesday, May 2, 2023 - 10:00am to 4:30pm EDT Where: Philanthropy New York; 320 East 43rd Street; NYC 10017...

  • 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...

  • Mon 20

    Western Philanthropy Conference

    May 20, 2024 @ 8:00 am - May 21, 2024 @ 5:00 pm EDT
    Hyatt Regency Lake Washington

    The 2024 Western Philanthropy Conference, hosted by Clark Nuber, offers a unique opportunity for individuals to dive deep into the...

  • June 2024

  • Tue 4

    Pershing INSITE-2024

    June 4, 2024 @ 8:00 am - June 6, 2024 @ 5:00 pm EDT

    JUNE 4-6, 2024  |  GAYLORD OPRYLAND RESORT AND CONVENTION CENTER | NASHVILLE, TENNESSEE JOIN US IN NASHVILLE! Make meaningful connections with...

  • 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...

  • Wed 12

    ALIGN: Connecting the Family and the Family Business

    June 12, 2024 @ 10:00 am - June 13, 2024 @ 4:30 pm EDT

    JUNE 12-13, 2024 - CHICAGO, IL Family Business Magazine is proud to present ALIGN — its first annual conference for...

  • 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...

  • July 2024

  • Mon 22

    Family Office & Private Wealth Management Forum 2024

    July 22, 2024 @ 8:00 am - July 24, 2024 @ 5:00 pm EDT

    Newport Harbor Island Resort (formerly Gurney's Newport), Newport, RI As Opal Group’s flagship event, The Family Office & Private Wealth...

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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

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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