# Foundation Source: Your Partner in Giving

> Foundation Source is the leading provider of enterprise\-caliber software, administration, and professional services for private foundations, donor\-advised\-funds, and charitable trusts\.

Generated by Yoast SEO v28.7, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [FundOS](https://foundationsource.com/fundos/)
- [Home](https://foundationsource.com/)
- [Gary Pforzheimer](https://foundationsource.com/team/gary-pforzheimer/)
- [Team](https://foundationsource.com/team/)
- [Hetal Patel](https://foundationsource.com/team/hetal-patel/)

## Posts
- [FS Charitable Fund, One Year Later: Supporting the Missions Behind the Giving](https://foundationsource.com/blog/fs-charitable-fund-one-year-later-supporting-the-missions-behind-the-giving/)
- [The Legacy Shift: Why Philanthropy Is Redefining Modern Estate Planning](https://foundationsource.com/blog/the-legacy-shift-why-philanthropy-is-redefining-modern-estate-planning/)
- [Foundation Source Names Manu Sood CTO and Hetal Patel Head of Product](https://foundationsource.com/newsroom/media/foundation-source-names-manu-sood-cto-and-hetal-patel-head-of-product/)
- [Foundation Source Appoints Manu Sood As CTO And Hetal Patel As Head Of Product](https://foundationsource.com/newsroom/media/foundation-source-appoints-manu-sood-as-cto-and-hetal-patel-as-head-of-product/)
- [Texas Family Office Settles Case Against Its Former CIO](https://foundationsource.com/newsroom/media/texas-family-office-settles-case-against-its-former-cio/)

## Modules
- [Introduction to Private Foundations](https://foundationsource.com/module/module-02/)
- [Foundation Source](https://foundationsource.com/module/module-05/)
- [Philanthropy and Your Family](https://foundationsource.com/module/module-04/)
- [Setting Up a Private Foundation](https://foundationsource.com/module/module-03/)
- [Understanding Philanthropic Vehicles](https://foundationsource.com/module/module-01/)

## Doors
- [Day 22](https://foundationsource.com/door/22/)
- [Day 20](https://foundationsource.com/door/20/)
- [Day 21](https://foundationsource.com/door/21/)
- [Day 19](https://foundationsource.com/door/19/)
- [Day 18](https://foundationsource.com/door/18/)

## Venues
- [Envestnet Elevate](https://foundationsource.com/venue/envestnet-elevate/)
- [Palace Hotel](https://foundationsource.com/venue/palace-hotel/)
- [Gaylord Rockies](https://foundationsource.com/venue/gaylord-rockies/)
- [Boca Raton Resort](https://foundationsource.com/venue/boca-raton-resort/)
- [San Diego Convention Center](https://foundationsource.com/venue/san-diego-convention-center/)

## Events
- [2026 AdvisorHub \| Advisors to Watch Summit \- Growth in the Age of AI](https://foundationsource.com/event/2026-advisorhub-advisors-to-watch-summit-growth-in-the-age-of-ai/)
- [2026 Forbes \| SHOOK Top Advisor Summit \- CANCELLED](https://foundationsource.com/event/2026-forbes-shook-top-advisor-summit/)
- [The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Advisory Practice](https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-advisory-practice/)
- [Envestnet Elevate 2026](https://foundationsource.com/event/envestnet-elevate-2026/)
- [Annual FPA NorCal Conference](https://foundationsource.com/event/annual-fpa-norcal-conference/)

## Categories
- [Media](https://foundationsource.com/category/newsroom/media/)
- [Blog](https://foundationsource.com/category/blog/)
- [Press Releases](https://foundationsource.com/category/newsroom/press-releases/)
- [Articles](https://foundationsource.com/category/resources/articles/)
- [White Papers](https://foundationsource.com/category/resources/white-papers/)

## Resource Roles
- [Foundation Member](https://foundationsource.com/resource-role/foundation-member/)
- [Wealth Advisor](https://foundationsource.com/resource-role/wealth-advisor/)
- [CPA or Tax Specialist](https://foundationsource.com/resource-role/cpa-or-tax-specialist/)
- [Attorney](https://foundationsource.com/resource-role/attorney/)
- [Individual Donor](https://foundationsource.com/resource-role/individual-donor/)

## Resource Topics
- [Advisor Series](https://foundationsource.com/resource-topic/advisor-series/)
- [Foundation Strategy](https://foundationsource.com/resource-topic/foundation-strategy/)
- [Grantmaking](https://foundationsource.com/resource-topic/grantmaking/)
- [Starting a Foundation](https://foundationsource.com/resource-topic/starting-a-foundation/)
- [Client Spotlight](https://foundationsource.com/resource-topic/client-spotlight/)

## Event Categories
- [Conferences](https://foundationsource.com/events/category/conferences/)
- [Webinars](https://foundationsource.com/events/category/webinars/)
- [Webinars \- Replays](https://foundationsource.com/events/category/webinars-replays/)
- [Speaking Engagements](https://foundationsource.com/events/category/speaking-engagements/)

## Optional
- [Sitemap index](https://foundationsource.com/wp-sitemap.xml)