Where Experts Go for Expertise

Philanthropic Specialists to Help Foster Holistic Client Relationships

Want to cement your hero status by adding more value to your high-net-worth client relationships? Consider offering your charitably active clients a private foundation with support from Foundation Source. In Where Experts Go for Expertise, we explain how we can complement your services with a fully configurable suite of administrative, compliance, advisory and technology solutions. You’ll save the day with a solution that delivers tax benefits and personal fulfillment to your clients who want to make the world a better place.

About Foundation Source

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.