Foundation Source Online®

A Comprehensive, Outsourced Solution for Private Foundations

Innovative Tech. Turnkey Service.

Experience the joy of giving and maximize your philanthropy with Foundation Source Online (FSOL). This award-winning technology platform lets you manage every aspect of your private foundation activities with ease. Make grants, review your annual minimum distribution requirement, and connect and collaborate with foundation members anytime, anywhere. You’re also supported by a team of philanthropic specialists who monitor everything, giving you total transparency into your foundation.

Key Features & Benefits

Compliant

A proprietary combination of expertise and technology helps foundations operate within IRS guidelines.

  • Search charity database for immediate status
  • On-demand charity research support to determine eligibility
  • Ongoing compliance oversight from tax and legal experts
  • Customizable grant letters with legally vetted terms and conditions

Transparent

Comprehensive and detailed views of foundation activities enable timely and informed decisions.

  • Sophisticated asset tracking
  • Reconciliation across accounts
  • Real-time MDR calculations with notifications
  • Extensive reporting options

Digital

Online and interactive features make the hard jobs of planning, analyzing and taxes much easier.

  • Tax Center for online tax prep, review and filing
  • Tools for impact planning and family engagement
  • Access historical data and grant payments

Designed With Your Foundation In Mind

Built on propriety workflows and supporting more than 8,000 users, FSOL is the innovative tech platform helping private foundation’s power up their philanthropy.

Your Secure Foundation Portal

Contains personalized data and customizable access rights for each foundation member you designate.

Online Grantmaking

Enables you to make donations quickly and easily with just a few clicks.

Charity Research Tools

Put in-depth information on over one million nonprofits at your fingertips, so you can make informed funding decisions.

Collaboration and Monitoring

Get a comprehensive overview of recent foundation activities and easily connect with family and foundation members worldwide.

Tax Center

It’s like having a dedicated philanthropic tax accountant working for you. We prepare your foundation’s tax returns and you can even approve them digitally with e-filing.

Extensive Reporting

Access, schedule and create standard and dynamic reports.

Manage Your Philanthropy Anytime, Anywhere

Customize your FSOL homepage by selecting the specific information you want displayed:

  • Customized Photo: Lets you feature an activity, cause or picture that’s meaningful to your foundation.
  • Tax Center: Alerts you to any required actions or issues that need your attention.
  • Asset Summary: Displays an aggregated overview of foundation assets.
  • Minimum Distribution Requirement: Keeps you informed of your progress toward meeting the annual 5% distribution requirement.
  • Grants by Report Code: Provides a snapshot of where your foundation’s grant dollars have been spent.

Add-On Features: Grants Management & Impact Management

Looking for a simple way to accept grant applications online? Foundation Source RequestsTM makes it easy! You can organize, review, track, and reply to grant requests with just a few clicks. What about evaluating your giving to inform your future granting strategy? We’ve got that covered too! With Foundation Source ResultsTM, you can monitor the impact of your grants, collect progress reports and track performance metrics. The best part? Requests & Results work seamlessly together and are designed to be integrated with FSOL.

The Result? Foundation members are more actively engaged, trusted advisors stay informed, and you maintain complete control.

Add-On Features: Grants Management & Impact Management

Looking for a simple way to accept grant applications online? Foundation Source RequestsTM makes it easy! You can organize, review, track, and reply to grant requests with just a few clicks. What about evaluating your giving to inform your future granting strategy? We’ve got that covered too! With Foundation Source ResultsTM, you can monitor the impact of your grants, collect progress reports and track performance metrics. The best part? Requests & Results work seamlessly together and are designed to be integrated with FSOL.

Add-on

Requests: Grants Management

Ensure alignment with your mission and priorities before making a grant. 

  • Web-based grants management services
  • Makes it easy to accept grant applications online
  • Organize, review, track, and reply to grant requests
  • Powerful technology fully integrated with FSOL for a comprehensive view on foundation management

Add-on

Results: Impact Management

Evaluate your giving and inform your future granting strategy.

  • Helps you monitor the impact of your grants
  • Collect progress reports and track performance metrics
  • Works seamlessly with Requests to support entire grantmaking lifecycle
  • Powerful technology fully integrated with FSOL for a comprehensive view on foundation management

Learn More about Foundation Source Online

Ready To Get Started?

Contact us at 800-839-0054 or info@foundationsource.com