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Technology Solutions to Power Up Your Philanthropy

Looking to bring your philanthropic team together, foster engagement and communication, and organize your charitable giving?

You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your foundation has been around for several generations or you’re starting one for the first time, our technology solutions can help you power up your philanthropy.

TECH + EXPERT SERVICETECH ONLY

Tech + Expert Service

Foundation Source Online: Digital Foundation Management

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We developed the industry’s first foundation management software—our flagship platform, Foundation Source Online (FSOL). This robust platform supports every aspect of a foundation’s operations—from impact planning and granting to board meetings and reporting, and everything in between. FSOL is a key part of our full-service relationships, giving you one-click access to the information that helps you make a difference in the world.

ADD-ON

Foundation Source Requests™

This add-on feature lets you easily seek more information from a charity to ensure alignment with your foundation’s priorities, while streamlining and automating your grantmaking and reporting.

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ADD-ON

Foundation Source Results™

This add-on feature helps you monitor and evaluate your grants for outcomes and impact, helping drive change and future strategy.

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Impactfully: Integrated Dashboard for Private Foundations

This consolidated dashboard helps foundations that have straightforward operational requirements manage and organize the tasks related to self-administration. Leverage proven workflows that facilitate member engagement, simplify routine grantmaking and centralize critical information—allowing you to have a unified view of foundation activities and ease coordination with your tax and legal team.

Which Tech-Enabled Solution Is Best for Your Foundation?

Tech + Expert Service

Foundation Source Online

A turnkey, outsourced solution for private foundations

  • For individual foundations looking for a complete outsourced solution for ongoing administration
  • Online Grantmaking
  • Charity Research Tools
  • Collaboration & Monitoring
  • Dedicated Philanthropic Specialists
  • Tax Center
  • Extensive Reporting
  • Add-On Features Available

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Tech Only

Impactfully

A turnkey, self-service solution for simple, straightforward foundations

  • For individual foundations, family offices, trust companies and philanthropic specialists who want a unified view into foundation management activities
  • Simplified Grant Process
  • Charity Research
  • MDR Tracking
  • An Easy-to-Use, Management Platform
  • Centralize, Streamline and Manage Foundation Activities

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Ready to get started?

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Or, call us at 800-839-0054