Our Company
Foundation Source is the nation’s
largest provider of support and advisory
services for private foundations.
  1. About
  2. History
  • Our clients supply the funds, the vision, and the philanthropic goals; we provide everything else.

    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 administrative services, online foundation management tools, and philanthropic advisory services provide a total outsourced solution for private foundations.

    The only functions we don't offer are asset management, legal counsel, and personal tax services, but we coordinate closely with the trusted advisors you designate. The result: better-run foundations and more effective philanthropy.

    Foundation Source Vision:

    To serve, inspire, and provide innovation to every private foundation.

  • Founded on a Vision to Transform the Way Private Foundations Are Run.

    Our founders understood and appreciated the flexibility, versatility, and control offered by a private foundation, but wanted to avoid its traditional pitfalls--namely the often-complex process of setting up and running the foundation, along with the need for staff and infrastructure. In searching for a company dedicated to the professional management of private foundations, they only found antiquated software designed for the largest, professionally staffed foundations.

    Out of this experience, Foundation Source was born in 2000.

    The company made its market debut in December 2002, offering donors and their families something truly revolutionary: an integrated suite of administrative services, online foundation management tools, and philanthropic advisory services, all under one roof. Provided on an outsourced basis, these services thoroughly automate and simplify the effort required to set up and run a foundation - efficiently, effectively and compliantly.

    Last year, the company distributed more than $378 million in grants on behalf of its clients to over 24,000 charities worldwide. And since inception, Foundation Source has distributed more than 137,000 grants, worth over $2.0 billion in charitable assistance.

Company Profile
Foundation Source
Fairfield, CT
Now in our second decade, Foundation Source manages more than 1,100 family, corporate, and professionally staffed private foundations, of all sizes, nationwide.

Headquartered in Fairfield, CT, we have auxiliary locations in Boston, Denver, Los Angeles, New York City, Philadelphia, San Francisco, South Florida, Washington, D.C., and Winston-Salem.
Who We Are
  • View Testimonial
    Dr. Roger Newton
    Esperance Family Foundation
  • Dr. Roger Newton
    President , Esperance Family Foundation
    "Foundation Source saves us tremendous amounts of time while helping us avoid costly mistakes. It has made our charitable giving a far more enjoyable and less arduous process. It’s now almost effortless. I can’t recommend Foundation Source and their services too highly."
  • View Testimonial
    Robert Wexler
    Adler & Colvin
  • Robert Wexler
    Adler & Colvin
    "All my clients are nonprofits, including private foundations of all sizes and types. Foundation Source is an excellent fit for small and medium-sized foundations that either don’t have a large staff, or would prefer to have their staff focus on program needs rather than administration. I have confidence that my clients who use Foundation Source are conducting their basic affairs properly, are making legally compliant grants, and are filing properly completed tax returns. While Foundation Source does not give legal advice, it is very good at bringing legal issues to the attention of its clients, so they can seek proper counsel."
What Others Say

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