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Why Foundation Source?

icon-stars98% Client Retention

icon-hand-planting20+ Years of Helping Foundations

icon-peer-network2,000+ Network of Philanthropic Peers

icon-map-compassNationwide Support

Your Philanthropy. Our World.

You’ve dedicated yourself to helping others. We’ve dedicated ourselves to helping you do it.

Technology

Amplify Your Impact

Our tech platform was built with one thing in mind: more effective philanthropy.

MDR Tracking

Streamlined Grant Workflows

Extensive Reporting

technology
experts

Expertise

Your Partner in Giving

Let us join you on your philanthropic journey with the experience and tools you need to reach your goals.

Tax and Legal Specialists

Philanthropic Advisory

Advanced Grantmaking Support

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Administration

Modern Philanthropy Starts Here

Our tech-enabled solutions make giving – and having a foundation – easier.

Grant and Expense Processing

Compliance Monitoring

Tax Preparation and Filing

administration

Are you an Attorney?

We work with a wide range of law firms, from individual practices to large firms with entire departments devoted to exempt organizations. You’ll sleep better knowing your clients’ foundations are being professionally administered.

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Are you a Wealth Advisor?

We help wealth advisors serve their philanthropic clients. You manage the assets; we take care of the rest. Your clients get the full power of a private foundation, with the simplicity of a donor-advised fund.

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Delivering Solutions to Donors

Don’t take our word for it. See what our partners in giving have to say.

Resources & Updates

RESOURCE HUB

Browse through our extensive library of educational material.

BLOG

Get expert insights, thought leadership and real foundation stories.

PODCASTS

Listen to innovative strategies and inspiring ideas.

EVENTS & WEBINARS

See our schedule of upcoming webinars and industry events.

In the News