Whether you are starting a new foundation or have already established one, we provide the right combination of talent, tools, and technology to help you achieve your goals. You choose the level of support that’s right for your foundation, and as your needs grow and change, we have the services to grow with you.
This brochure describes all services available from Foundation Source. The actual services you receive are based on the service plan you select when you become a client. There are service plans to meet a wide variety of foundation needs, from basic to the most complex.
- Administration: Complete outsourced services, including compliance monitoring, transaction processing, tax preparation and filing, and financial and regulatory reporting.
- Online Resources: A secure web console for managing day-to-day foundation activities, including charity research, grantmaking, reporting, viewing investment balances, checking your pay-out requirement, and more. You can communicate with foundation members, collaborate, and keep tabs on your philanthropy—anytime, anywhere.
- Advisory: Our expert staff of client advisors is on call whenever you need them as your main point of contact for most questions and needs. They are backed by in-house philanthropy, tax, legal, and accounting professionals to provide top-tier advice, responsive service, and comprehensive support, whether your foundation has basic needs or requires a highly customized solution.