Everything you need to run your foundation, efficiently and effectively, ALL UNDER ONE ROOF.
FOR EVERY FOUNDATION CLIENT, WE PROVIDE COMPLETE ADMINISTRATIVE SUPPORT; an award-winning, online foundation management platform; and unmatched expertise from our tax, legal, accounting, philanthropic, and client services professionals.
THE RESULT IS A FOUNDATION THAT RUNS EFFICIENTLY AND COST-EFFECTIVELY, AND CAN EMPLOY EVERY IRS-ALLOWED CAPABILITY TO MAXIMIZE ITS PHILANTHROPIC IMPACT
As a Foundation Source client, you join a community of more than 2,000 foundations of all sizes from coast to coast. You get access to an instant network of your foundation peers, whom you can meet and learn from through our private online forum, webinars, and direct introductions facilitated by Foundation Source.
Whether you are just establishing a foundation or have had one for years, we provide the right combination of TALENT, TOOLS, and TECHNOLOGY to help you achieve your goals. You get the level of support that’s appropriate for where your foundation is today, and as your needs evolve, we provide the necessary services to support you through those transitions.
Online Resources
We provide your foundation with a secure web platform
that makes it easy to manage day-to-day foundation activities, including charity research, grantmaking, reporting, viewing investment balances across all accounts, tracking your progress toward fulfilling the 5% minimum distribution requirement
in real time, and more. You can communicate with foundation members, collaborate on grant-making decisions, and keep tabs on your philanthropy, anytime, anywhere.
Administrative Support
Our complete back-office services include grant and expense processing, tax preparation and filing, active compliance monitoring, and financial reporting.
Advisory Services
With Foundation Source, you gain easy access to a team of tax, legal, accounting, philanthropy, and client service experts. These world-class specialists have in-depth knowledge covering all aspects of private foundations and will help you carry out your foundation’s philanthropic mission and activities.
Your foundation’s services are coordinated by a dedicated Private Client Advisor who serves as your main point of contact, so you can access all of our expertise with just one phone call.
Together, your Foundation Source team provides top-tier advice, responsive service, and comprehensive support whether your foundation has basic needs or requires a highly customized solution.
bottom
