Our team of Private Client Advisors and in-house experts serve as your virtual staff
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Personalized support from our team of experts
A full team of Private Client Advisors and experts on call to help make your foundation a Great foundation.
Unparalleled Support
With Foundation Source, you are fully staffed day one. Each foundation is supported by a dedicated Private Client Advisor along with a team of senior executives with extensive knowledge and experience in foundation administration, compliance and philanthropy gleaned from working with hundreds of foundations like yours.
A secure, custom web site for research, grantmaking, tracking and reporting
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Automated, online and available anytime
Your foundation’s own private website gives you full control, so you can to manage your foundation anytime, anywhere.
Technology for Everyone
Award-winning Foundation Source Online was developed over ten years to simplify foundation communication and collaboration, providing instant access and total transparency for donors—along with any other individuals they choose. Foundation Source Online is so user-friendly; it takes no specialized training to use.
Compliance monitoring, transaction processing, tax preparation and filing
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Keeps your foundation running smoothly
Full administrative and support services to keep your foundation running smoothly and compliantly, while you enjoy your philanthropy.
Focus on Philanthropy, Not Paperwork
You don’t need to be an expert to run a Great foundation because our professionals in foundation administration provide all the help you need. Foundation Source Back-Office serves as your virtual staff—taking care of all administrative chores so you can focus on your philanthropy.
