Tracking Your Giving Goals Just Got Easier

You have causes you care deeply about, but how do you know if your foundation is really making an impact? Wish you could easily collaborate with family and foundation members to set giving goals and track progress? Now you can with Impact Planning – only from Foundation Source. You set the plan. We take care of the rest.

Our new Impact Planning feature lets you view and track how your grants are allocated towards the causes your foundation is most passionate about. Set and name your plan by year, charity type, cause or even region—it’s flexible to fit your foundation’s needs, and can even span across multiple fiscal years! Every time you make a grant, you’ll see where your contributions have been allocated and can track accordingly by individual plan or annually.

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