Foundation Source offers modern foundation management services, integrating cutting-edge technology with time-tested, expert advice and client services. We understand the unique challenges and needs of managing a private or family foundation because we’ve been focused on exactly that since 2000.
Streamlined and automated foundation operations.
Efficient, worry-free foundation administration is the key to a rewarding and enjoyable experience. Our professional staff handles the details that keep your foundation running smoothly, so you can focus on your philanthropic goals.
We assist more than 2,000 private foundations, taking care of:
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If you already have a foundation, we’ll transition you to Foundation Source’s automated platform quickly and efficiently. If you’ve decided to start a foundation, we can have you up and running in less than a week.
With Foundation Source, you get immediate access to a team of private foundation experts, without adding employees or building unnecessary infrastructure.
These world-class specialists have in-depth knowledge covering all aspects of private foundations, from tax and legal to accounting and philanthropy. Their mission is to help you achieve the greatest impact on the issues you care about.
Connect with your foundation anytime, anywhere, from any device. Simply log into the secure platform provided by Foundation Source. Developed specifically for the needs of private foundations, it simplifies foundation control, communication, and collaboration in a way never before possible. Designated foundation members get instant access and total transparency into foundation activities.
We’ll work with you to customize the viewing rights and granting authority for each person given online access, so you can control what they see and what they can do when logged in.
Applications is a web-based grants management module that makes it easy to accept grant applications online, then organize, review, track, and reply to those requests with just a few clicks. This innovative technology is fully integrated with our core services that include research tools for more informed grant decisions, and the ability to process and deliver grant checks.
Outcomes, an optional module that allows donors and foundations to track the impact of their charitable donations, monitor performance, and request formal reports, all from a web browser. It revolutionizes the process of assessing grant impact by collecting key performance information from nonprofits, including how grant funds were spent, grantee’s progress towards goals, unexpected challenges, and lessons learned.
Get new educational content and research to amplify your giving.
Getting all of your foundation’s needs met in one place is more than convenient—it’s smart! Instead of coordinating the efforts of multiple advisors yourself (some of whom may lack the specific expertise required for foundation operations), you get a team of foundation specialists from one source, Foundation Source.
We handle all of your foundation’s transactions (and keep meticulous records). We prepare and file all of your foundation tax returns, and take care of the financial and regulatory reporting.
Because our tax, legal, administrative, and philanthropic experts serve as your virtual staff, you get their top-flight support for a fraction of the cost of bringing comparable staffing in-house.
Running a foundation without running afoul of the IRS requires a thorough understanding of complex IRS rules and regulations. Should we spot potential compliance issues with your foundation’s activities, we alert you and help you make informed decisions about how best to move forward.
Connect with your foundation anytime, anywhere by logging into Impactfully, the secure, web-based platform provided by Foundation Source. Developed specifically for the needs of private foundations, it simplifies control, communication, and collaboration.
As a Foundation Source client, you become part of a community of 2,000+ private foundations. You’ll gain access to virtual and in-person events where you can share experiences and best practices, meet with experts and sector leaders, and connect with peers who share your interests and goals.
We’ve streamlined traditionally complex processes, making it easier for your foundation to:
We help you navigate the inevitable transitions that come your way.
Just like the individuals and families who establish them, private foundations have life cycles, too. And since nearly 90% of foundations are intended to exist in perpetuity, they typically undergo a multitude of transitions over their extended lifespan, including:
No matter what turning point you encounter, Foundation Source has the resources and experience to help you through it. And because we adapt our services to fit your evolving needs, we’re a constant, steadying presence that can help your foundation maintain its efficacy throughout its lifecycle.
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