Foundation Source / About Us / Our Company

  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.

    Foundation Source Mission:

    Foundation Source is the largest provider of comprehensive services to private foundations, connecting our clients with the expertise, resources, tools, and opportunities they need to maximize their philanthropic missions. We respond to the daily needs of private foundations with customizable solutions, technology, and world-class customer service.

  • 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.

    In 2007 and again in 2012, Foundation Source was honored as Philanthropic Group of the Year by Private Asset Management magazine, acknowledging the company’s ongoing innovation and highly effective approach to facilitating private foundation operations.

    Last year, the company distributed more than $362 million in grants on behalf of its clients to over 24,000 charities worldwide. And since inception, Foundation Source has distributed more than 112,000 grants, worth over $1.6 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, Foundation Source has auxiliary locations in Denver, Los Angeles, New York City, Philadelphia, San Francisco, South Florida, Washington, D.C., and Winston-Salem.
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