Technology Solutions to Power Up Your Philanthropy

Comprehensive Enterprise Dashboard

Leverage world-class technology and industry-leading infrastructure to modernize your philanthropic offering. This includes:

• All-in-one admin dashboard view for client private foundations and donor-advised funds, with your preferred client-facing interface.

• Full configurability for asset custody, investing, and workflows.

• Back-office tools for money movement operations and accounting.

Private Foundation Administration

With Impactfully, our proprietary, cloud-based SaaS platform, philanthropists can organize their private foundation alongside their team. The software includes:

• Dynamic operational dashboard for workflow and task management.

• Right-sized grant management tools to organize your complete grant lifecycle.

• Integrated expense workflows to centralize expense requests, payment approvals, and more in one streamlined system.

Donor-Advised Fund (DAFs)

In partnership with Charityvest, Inc., we offer modern DAF solutions designed for purposeful, strategic giving:

• Donor-advised funds for individuals, private foundations, and companies built to make giving modern, tech-forward and enjoyable.

• Turnkey DAF programs for wealth managers with custom investments and premier philanthropic services for your most sophisticated clients.

• Turnkey DAF programs for nonprofits featuring custom branded giving programs that highlight collective giving opportunities to engage major donors.

Planned Giving Services

Build client legacies with a full suite of planned giving products and services. Foundation Source offers the following planned giving solutions through PG Calc:

• Endowment sub-accounting services when pooling many funds together for investment on behalf of clients.

• Gift administration for planned gift assets you manage on behalf of your clients.

• Gift illustration software and services to help clients calculate and illustrate the impact of planned gifts.

Charitable Fund Administration

FundOS is built for organizations that run charitable fund programs — DAF sponsors, community foundations, and every institution that administers charitable capital on behalf of donors.

• Single source of truth across contributions, grants, investments, compliance, and donor experience.

• Any investment lineup, with workflows that reflect your policies and grantmaking rules.

• Modern donor experiences and white-label partner programs that launch through configuration, not custom builds.

• Regulatory rules encoded into the system for automated compliance and operations.