Where Experts Go for Expertise

Philanthropic Specialists to Help Foster Holistic Client Relationships

Ready to help your clients make smarter philanthropic choices? We’ve got your back. At Foundation Source, our team of philanthropic specialists are here to answer the questions your clients are asking about starting and managing a private foundation. In our resource, Where Experts Go for Expertise, we share how our purpose-built solutions can enhance your services to support your clients and successfully navigate the rules governing private foundations. You’ll also gain insights into our transaction-based data, which we provide as benchmarks for foundations and the businesses that support them. The result? Our partners work more effectively with their clients to magnify their impact.

Complete the form to the right to immediately download this resource. Bonus: you’ll also unlock full access to all the informative content on our website!

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.