We offer enterprise-ready software to serve the full spectrum of charitable giving needs:
Comprehensive Enterprise Dashboard
Leverage world-class technology and industry-leading infrastructure to modernize your philanthropic offering. This includes:
- All-in-one admin dashboard view for client private foundations and donor-advised funds, with your preferred client-facing interface.
- Full configurability for asset custody, investing, and workflows.
- Back-office tools for money movement operations and accounting.
Private Foundation Administration
With Impactfully, our proprietary, cloud-based SaaS platform, philanthropists can organize their private foundation alongside their team. The software includes:
- Dynamic operational dashboard for workflow and task management.
- Right-sized grant management tools to organize your complete grant lifecycle.
- Integrated expense workflows to centralize expense requests, payment approvals, and more in one streamlined system.
Donor-Advised Fund (DAF) Administration
In partnership with Charityvest, Inc., we offer tech solutions across audiences to support the modern DAF giving experience. The range of products include:
- Donor-advised funds for individuals, private foundations, and companies.
- Turnkey DAF programs for wealth managers and nonprofits.
- Enterprise Admin Software for DAF Sponsors.
Planned Giving Services
Build client legacies with a full suite of planned giving products and services. Foundation Source offers the following planned giving solutions through PG Calc:
- Endowment sub-accounting services when pooling many funds together for investment on behalf of clients.
- Gift administration for planned gift assets you manage on behalf of your clients.
- Gift illustration software and services to help clients calculate and illustrate the impact of planned gifts.