Early Access

New Self-Service Management
Platform for Private Foundations

Maximize your philanthropy with a management platform that is built on proprietary workflows developed and perfected over 20+ years by the leading provider of support services to private foundations.
This tool facilitates member engagement, simplifies routine grantmaking and administrative functions, and centralizes critical information – allowing you to spend more time on strategy and impact.

Purpose-Built for Funders

  • Simplify grant and expense management
  • Integrate foundation management tasks to eliminate multiple systems
  • IRS database for researching qualified charities
  • Manage users and permissions
  • QuickBooks integration to reduce double-entry
  • Real-time tracking against your annual MDR
  • Extensive reporting options
  • Get up-and-running in less than a week

Platform Benefits

1. Engage

Involve family members and foundation insiders with tools designed to support collaboration and engagement. 

  • Add users and set platform permissions based on role 
  • Use notes feature to interact and share information with other members 
  • Configure grant approvals process based on your foundation’s protocol and governance 
  • Set grant limits and permissions by user

2. Streamline

Increase efficiency for routine foundation management activities with simple, intuitive workflows. 

  • Make grants in four easy steps 
  • Edit grants at any point in the process and track against the minimum distribution requirement 
  • Add and track qualifying expenses 
  • Search IRS Tax-Exempt Organization database for eligible charities 
  • Add a new charity and grant immediately 
  • Export grant and expense data to QuickBooks to process payments 

3. Centralize

Consolidate and organize all your foundation information and activities in a single platform. 

  • Access key information with standard and dynamic reporting options 
  • Use scheduling feature to ensure timely delivery of regular management reports 
  • Archive meeting minutes, board books, grant documentation, tax filings and more with central document repository 
  • Manage foundation contacts and store grantee and member information 
  • Organize your grants with fully configurable categorization and report codes

Platform Features

Simplified Grant Process

  • Make grants in 4 easy steps
  • Edit grants at any point in the process
  • Track grants against MDR requirement

Charity Search

  • Search IRS Tax-Exempt Organization database for eligible charities
  • Add new charities quickly

Accounting Management

  • Pre-integrated with QuickBooks
  • Pay grants and expenses
  • Reduce time and mistakes from double data entry

Document Management

  • Central repository for all your foundation documents
  • Archive meeting minutes, board books, grant documentation, tax filings and more


  • Suite of standard, real-time reports
  • Scheduling for regular management reports
  • Dynamic reporting feature

MDR Tracking

  • Track MDR status throughout the year
  • Know exactly where you stand with IRS requirements and compliance
  • Enter MDR values for dashboard display

Expense Management

  • Enter expenses
  • Track qualifying expenses against MDR requirement

Contact Management

  • Store contact details for all your charities
  • Easy access to grantee and member information

Want more support? We also offer a full suite of comprehensive services for your unique needs.

Early Access for Foundations

Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.

Anyone who leads or manages a private foundation and wants to try a self-service tool that can help centralize foundation management tasks to eliminate multiple systems.

Approximately three months, starting in Fall 2021. 

Yes. You will have unlimited use of the software for the duration of the program. 

Yes. You will have the ability to add users yourself through the software. 

Yes. The software will have a permissions system enabling you to control what they can or can’t do on the platform. 

Our platform is designed to be intuitive and there will be short video tutorials available online. You can also reach our Customer Success team during regular business hours Monday thru Friday ET. 

There are no further obligations and your data will be deleted when your account is deactivated. 

Yes, we’re expected to launch Q1 2022 and we’ll contact you with more particulars as the date nears. 

Request a Demo

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Foundation Source
55 Walls Drive
3rd Floor
Fairfield CT 06824

For more information contact us at
203-292-4166 or