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Watch this quick, step-by-video video to see how your Foundation Representative can easily add a Foundation Person in minutes.

What other FSOL enhancements were done to help you manage your Foundation?

  • Members, and Foundation Representatives on their behalf, can edit Member profile information. Need a confirmation email? You got it!
  • Foundation Representatives can also now update the Foundation’s information

Checkout our comprehensive list of FAQs to answer all your questions.

Need help or have a question? We’re still just a call or email away! Please reach out to your Private Client Advisor and they will be happy to assist you.


Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance, tax and advisory solutions that meet you where you are in your philanthropic journey.

For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.

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