Activate your major donors to support your mission more powerfully with a white-labeled donor-advised fund (DAF) program¹ that makes giving modern and seamless while keeping donors engaged with your organization—not a third-party platform.

• Fully Branded DAF Platform—keep donors connected to your mission
• Delightful Donor Experience—remove barriers to giving
• Complete DAF Administration—focus on relationships, not paperwork

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Leverage world-class technology and industry-leading infrastructure to modernize your DAF program with DAF OS—a complete, programmable administration platform for DAF-sponsoring public charities. This powerful operating system combines modern DAF technology, automation, and seamless integration with hands-on support for administrators, including onboarding and technical assistance.

DAF OS empowers your organization to:

• Scale donor engagement
• Simplify compliance
• Automate back-office operations while enabling custom investments and flexible governance
• Access robust accounting systems with integrated support for separately managed accounts

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Our suite of charitable giving solutions for nonprofits includes four key integrated services:

• Consulting—start and optimize your planned giving program with expert guidance: Charitable Gift Annuity State Regulations and Filings, Program Strategy and Continuous Guidance
• Gift Illustrations—prospect and close more gifts with compelling proposals: Calculate and Illustrate Planned Gifts, Create Gift Proposals and Agreements
• Gift Administration—turnkey outsourced solutions for gift administration, sub-accounting and compliance, or manage your own gift administration and bequest program accurately and securely with our world-class software solutions
• Marketing—find and engage more donors with high-impact creative services and accurate content developed by our experts that amplify your brand and mission: Website, Direct Mail, Emails, Surveys, Social Media, Collateral and more

Where World-Class Planned Giving Services Meets Best-in-Class Technology
From deep domain expertise to extensive educational resources, our experts are here to provide guidance and support—every step of the way. You’ll also benefit from our modern applications that are purpose-built to support the needs of planned giving fundraisers and the business operations of your finance office for all aspects of your planned giving program.

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Experience efficient, accurate multilevel sub-accounting for nonprofits. Multilevel sub-accounting is critical for nonprofits who want to combine gifts in their endowments for investment purposes, or combine the endowments of chapters or affiliates, but must maintain detailed records of individual gifts or funds for accounting and donor reporting purposes. With our outsourced solution, you don’t have to spend any time developing reports and get peace of mind knowing that they are accurate and clear.

4 Reasons To Work With Us:

• You need endowment sub-accounting services that are far more accurate and efficient than using Excel to manually unitize contributions and distributions.
• You need affordable, less labor-intensive and purpose-built software to track individual funds or gifts.
• You need better customer support and a dedicated relationship manager.
• You need reports that can be customized around your specific needs.

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Want to respond quickly to temporary or targeted needs? With FS Charitable Fund’s Fiscal Sponsorship, you get secure tax-deductible funding and proper oversight, compliance, and accountability for your charitable project—even if your organization isn’t recognized as a 501(c)(3) charity.

• Fundraise for a Specific Cause: FS Charitable Fund, an IRS approved 501(c)(3) public charity, offers a Fiscal Sponsorship Program in partnership with Foundation Source. Upon approval of your project, FS Charitable Fund creates a restricted fund through which it receives donations and disburses grants to your organization.
• FS Charitable Fund Works With: Emerging nonprofits awaiting IRS 501(c)(3) recognition, grassroots organizations testing short-term initiatives and mission-aligned charitable projects from non-charitable entities seeking quick access to philanthropic funding.
• How FS Charitable Fund Works: Get a streamlined application, restricted fund management, reporting and oversight, vetting and assessment and proven structure.
• Why Work With FS Charitable Fund: Supported by Foundation Source’s deep domain and regulatory expertise, FS Charitable Fund best equips fiscally sponsored partners with the resources they need to amplify impact.

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Philanthropic Advisory Services (PAS) is our in-house team of subject matter experts with decades of experience helping grantmakers and grantseekers work more effectively together to drive impact. With deep knowledge of philanthropic practices, our experts can guide you in myriad areas.

Our team of seasoned philanthropic advisors can help nonprofits:

• Understand donor goals and motivations
• Deepen donor engagement to effect change
• Build better programs that attract long-term support
• Tailor fundraising strategies and communications

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Your mission is unique. Your website should be too. With our managed website services, we’ll help you create a modern, responsive online presence that’s tailored to your nonprofit’s needs.

• Complete customization—we match your website look and feel exactly. We ensure that site content and messaging emphasize your mission and encourage visitors to take action. With our managed website services, you can edit, test and make changes in real-time.
• Total freedom—Whether you want to be hands on or hands off, we give you the option that works best for your needs. We will give you secure login credentials so you can manage site content. Or, like most of our customers, you can leave site maintenance to us.
• Updated calculations—your website copy and calculations are always up-to-date. Gift and asset examples on the website do their own math, updating automatically with changes to ACGA tables, discount rates, or tax rates.

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