A Comprehensive, Outsourced Solution for Private Foundations
Innovative Tech. Turnkey Service.
Experience the joy of giving and maximize your philanthropy with Foundation Source Online (FSOL). This award-winning technology platform lets you manage every aspect of your private foundation activities with ease. Make grants, review your annual minimum distribution requirement, and connect and collaborate with foundation members anytime, anywhere. You’re also supported by a team of philanthropic specialists who monitor everything, giving you total transparency into your foundation.
Key Features & Benefits
Compliant
A proprietary combination of expertise and technology helps foundations operate within IRS guidelines.
- Search charity database for immediate status
- On-demand charity research support to determine eligibility
- Ongoing compliance oversight from tax and legal experts
- Customizable grant letters with legally vetted terms and conditions
Transparent
Comprehensive and detailed views of foundation activities enable timely and informed decisions.
- Sophisticated asset tracking
- Reconciliation across accounts
- Real-time MDR calculations with notifications
- Extensive reporting options
Digital
Online and interactive features make the hard jobs of planning, analyzing and taxes much easier.
- Tax Center for online tax prep, review and filing
- Tools for impact planning and family engagement
- Access historical data and grant payments
What users are saying…
Don’t take our word for it. See what our partners in giving have to say.
“Foundation Source has introduced the Murphy Family Foundation to a totally modern and much faster way of working by receiving proposals online. We were up and running far more quickly than we expected. I’m always impressed by Foundation Source’s responsive service. It surprises me how far their people will go to assist us.”
“I’m from a tech startup… I actually found the Foundation Source platform online and that, from a technology standpoint, is what got me.”
Designed With Your Foundation In Mind
Built on propriety workflows and supporting more than 8,000 users, FSOL is the innovative tech platform helping private foundation’s power up their philanthropy.
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Contains personalized data and customizable access rights for each foundation member you designate.
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Enables you to make donations quickly and easily with just a few clicks.
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Put in-depth information on over one million nonprofits at your fingertips, so you can make informed funding decisions.
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Get a comprehensive overview of recent foundation activities and easily connect with family and foundation members worldwide.
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It’s like having a dedicated philanthropic tax accountant working for you. We prepare your foundation’s tax returns and you can even approve them digitally with e-filing.
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Access, schedule and create standard and dynamic reports.
Anytime, Anywhere
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Customize your FSOL homepage by selecting the specific information you want displayed:
- Customized Photo: Lets you feature an activity, cause or picture that’s meaningful to your foundation.
- Tax Center: Alerts you to any required actions or issues that need your attention.
- Asset Summary: Displays an aggregated overview of foundation assets.
- Minimum Distribution Requirement: Keeps you informed of your progress toward meeting the annual 5% distribution requirement.
- Grants by Report Code: Provides a snapshot of where your foundation’s grant dollars have been spent.
Management & Impact Management
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Looking for a simple way to accept grant applications online? Foundation Source RequestsTM makes it easy! You can organize, review, track, and reply to grant requests with just a few clicks.
What about evaluating your giving to inform your future granting strategy? We’ve got that covered too! With Foundation Source ResultsTM, you can monitor the impact of your grants, collect progress reports and track performance metrics.
The best part? Requests & Results work seamlessly together and are designed to be integrated with FSOL.
Add-On Modules: Grants Management & Impact Management
Looking for a simple way to accept grant applications online? Our Applications module makes it easy! You can organize, review, track, and reply to grant requests with just a few clicks. What about evaluating your giving to inform your future granting strategy? We’ve got that covered too! With our Outcomes module, you can monitor the impact of your grants, collect progress reports and track performance metrics. The best part? Applications & Outcomes work seamlessly together and are designed to be integrated with FSOL.
ADD-ON
Applications: Grants Management
Ensure alignment with your mission and priorities before making a grant.
- Web-based grants management services
- Makes it easy to accept grant applications online
- Organize, review, track, and reply to grant requests
- Powerful technology fully integrated with FSOL for a comprehensive view on foundation management
ADD-ON
Outcomes: Impact Management
Evaluate your giving and inform your future granting strategy.
- Helps you monitor the impact of your grants
- Collect progress reports and track performance metrics
- Works seamlessly with Applications to support entire grantmaking lifecycle
- Powerful technology fully integrated with FSOL for a comprehensive view on foundation management
