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Wherever You Are in Your Philanthropic Journey, You’ve Come to the Right Place

Whether you’re looking to start a new private foundation or want to better manage your existing operations, the experts at Foundation Source are here to help — in fact, it’s what we’ve specialized in for more than two decades.

why choose financial source

Your Partner in Giving

From deep domain expertise to extensive educational resources, our experts are here to provide guidance and support—every step of the way.

  • We can help you amplify your impact—whether you’re just getting started or are ready to take your giving to the next level
  • You get a dedicated partner in giving with the tools and experience you need to reach your goals
  • We make giving easier with our tech-enabled solutions
  • If you already have a foundation, we’ll transition you to Foundation Source’s automated platform quickly and efficiently. If you’ve decided to create a foundation, we can have you up and running in less than a week!
  • We’ve supported 2,000+ private foundations nationwide

Purpose-Built Technology

Save time and gain transparency into your foundation’s operations with innovative technology and applications.

  • Track the minimum distribution requirement in real-time
  • Streamline your grant workflows
  • Analyze your impact with extensive reporting
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Unparalleled Expertise

Unparalled Expertise

You’ll be guided by our experts every step of the way, so you can get more meaning (and enjoyment) from your philanthropy.

  • Have your questions answered by tax and legal specialists
  • Get guidance from our in-house team of Philanthropic Advisory experts
  • Access advanced grantmaking support

Simplified Administration

Giving through a foundation is so much easier and hassle-free when you have tech-enabled solutions at your fingertips.

  • Process grants and expenses with ease
  • Get peace of mind with compliance monitoring
  • Make tax preparation and filing hassle-free
simplified administration

New Foundations

Foundation Source can provide a new foundation, ready for funding, in as little as three business days. We also happily work with new foundations that are established independently by an attorney.

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Existing Foundations

Whether your foundation has been around for a few years or a few generations, we have the resources and experience to support it. We provide everything from the basic support all foundations need to highly customized solutions.

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Ready to get started?

CONTACT US

Or, call us at 800-839-0054