The IRS allows private foundations wide latitude in their charitable activities, as long as you follow the rules. Foundation Source has developed this 15-question assessment to help you self-identify activities that could increase your foundation’s exposure to compliance issues.
Providing services to more than 1,100 family, corporate, and professionally-staffed foundations, of all sizes, nationwide, Foundation Source covers everything from foundation creation to ongoing foundation management.
We take care of the tedious, but necessary details to keep your foundation running efficiently, effectively, and in compliance with IRS regulations.
You also get easy-to-use online foundation management tools and ready access to subject matter experts versed in all aspects of foundation operations and best practices.
The result: a better-run foundation and more effective philanthropy.
Foundation Source provides a complete outsourced solution for foundation operations. You supply the funds, the vision, and the philanthropic goals; we take care of everything else:
Whether you are starting a private foundation or have had one for years, we handle the mechanics and minutiae, so you can focus on your mission.
Foundation Source has created the only web platform built from the ground up to serve the unique needs of family, corporate, and professionally staffed private foundations.
You get an online console that makes managing your private foundation easier than you ever thought possible, anytime, anywhere.
Use it for researching charities, accepting grant applications online, making grants, measuring impact, viewing investment balances, checking progress toward your 5% minimum distribution requirement, and running reports.
It simplifies communication and collaboration among foundation members, while providing exceptional transparency into foundation operations.