MAKING MORE FOUNDATIONS GREAT FOUNDATIONS™


 

Corporate Headquarters
55 Walls Drive
Fairfield CT 06824
800-839-0054

 

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliance monitoring, tax and legal expertise, online foundation management tools, and philanthropic advisory services.

New Foundations – Foundation Source can provide a new foundation, ready for funding, in as little as three business days. We also happily work with new foundations that are established independently by an attorney.

Existing Foundations –Whether your foundation has been around for a few years or a few generations, we have the resources and experience to support it. We provide everything from the basic support all foundations need to highly customized solutions.

Services include:

  • Administration: Complete back-office services including active compliance monitoring, transaction processing, all state and federal filings, and financial and regulatory reporting.
  • Expert Advice: Our professional staff of private foundation specialists is on call whenever you need them, including in-house experts in philanthropy, tax, legal, and accounting services. You can count on top-tier expertise, responsive service, and comprehensive support.
  • Online Foundation Management Platform: Our secure, web-based platform was built from the ground up for the unique needs of private foundations, making it easy to oversee day-to-day foundation activities, including charity research, grantmaking, viewing investment balances, checking your minimum distribution requirement, running reports and more. You can communicate with foundation members, collaborate on grantmaking, and keep tabs on your philanthropy, anytime, anywhere.

Now in our second decade, Foundation Source serves more than 1,300 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. Foundation Source is headquartered in Fairfield, Connecticut. Click here to find the business development team serving your area.