About The Company

Our clients supply the funds and vision; we provide everything else.

Foundation Source is the only provider of comprehensive services for private foundations in the U.S. Our administrative services, online foundation management tools and philanthropic advisory services provide a complete outsourced solution for private foundations. The only functions we don’t offer are asset management and tax and legal counsel, but we coordinate closely with the trusted family advisors who do. The result: better-run, more effective foundations and more enjoyable philanthropy.

Now in our second decade, Foundation Source manages more than 1,100 family, corporate and professionally staffed foundations nationwide, ranging from $250,000 to $500 million in assets. Headquartered in Fairfield, CT, Foundation Source has auxiliary locations in Atlanta, Chicago, Dallas, Denver, Los Angeles, New York City, Philadelphia, San Francisco, South Florida and Washington, D.C.

• We handle all your back-office operations, including grant and expense processing, taxes, payroll and more.
• You get the best compliance experts in the country keeping watch over your foundation.
• We make it easy for you to employ every IRS-sanctioned strategic option available to your foundation to accomplish your charitable goals.
• We complete over 1,100 foundation tax returns (990-PFs) every year, so you can rest assured that your foundation’s return will be prepared by the country’s most experienced foundation tax experts.
• We work to reduce your foundation’s tax bill via proactive tax planning for your foundation.
• You get on-demand access to our team of experts across all aspects of foundation management, so you don’t need to add staff.
• You get top-tier philanthropic advice, as needed, drawn not only from the best practices of our more than 1,100 clients, but from all foundations and charitable programs.
• You gain an instant network of foundation peers for learning, interaction and collaboration.