Foundation Source Is the Leader in Legacy Planning Management

Our clients supply the funds, the vision, and the philanthropic goals; we provide everything else.

We work with both established foundations and individuals interested in starting a new private foundation. Our administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution for private foundation services. The only services we don’t offer are asset management and tax and legal counsel, but we coordinate closely with the family advisors who do. The result: better-run, more effective foundations and more enjoyable philanthropy.

Now in our second decade, Foundation Source manages more than 1,500 family, corporate and professionally staffed foundations, of all sizes, nationwide.

Benefits include:

  • An entire team of private foundation experts under one roof
  • Oversight by the country’s top compliance professionals
  • A web-based “command center” for anytime, anywhere foundation management
  • Tools to simplify and organize foundation grants
  • Advisory services to unleash the full power of your foundation’s philanthropy
  • Instant access to a community of foundations donors, online resources, tools, and knowledge

When you complete the form to the right, you’ll immediately be able to download the brochure. You’ll also get full access to all of the informative content on our website.