Our Alliance Levels
Our highest-level alliance with top-tier support for firms deeply committed to philanthropy. (Limited number of spots reserved.)
For family wealth management firms active in philanthropy with a strong commitment to collaboration.
Entry-level alliance in the family wealth space with a growing and established philanthropic practice. Firms must offer specialized philanthropic services and solutions.
For affinity firms with private foundation or high-net-worth members. Collaboration through sponsorship to provide members with philanthropic expertise.
Why Work With Us
For more than two decades, Foundation Source has brought unparalleled knowledge and expertise to philanthropists and their closest advisors nationwide. Here are some highlights:
- Trusted source for philanthropic expertise
- 2,000+private foundation clients nationwide
- 98% client retention
- Administers $21+ billion in foundation assets
- ~8,000 users of Foundation Source Online® — purpose-built philanthropic software
- Facilitated $10+ billion in charitable aid
By the Numbers
We support more than 2,000 private foundations representing more than $22 billion in charitable assets.
$1M – $3B
Individual client foundations range in size from less than $1 million to more than $3 billion in assets.
Since the company was founded, we’ve helped our clients process more than 420,000 grants totaling more than $10 billion in charitable aid.
Let’s Get Started
We serve family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. What can we help you with today?