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About the Company

Foundation Source is the nation's largest provider of management and advisory services for private foundations.

We Make More Foundations Great Foundations

Foundation Source runs more than 1,000 private foundations nationwide, ranging from $250,000 to $250 million in assets. Now in our second decade, we are the largest foundation management and advisory firm in the U.S.

Running foundations is what separates us from consultants and software companies, and it’s why our clients turn to us. We step in to operate, advise and strengthen all working aspects of the foundation, freeing donors and families to enjoy their philanthropy with total ease and confidence while we handle the details. 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.

Award-Winning Services

For every foundation, we provide complete back-office administration and award-winning online systems, and then we put the world’s most experienced philanthropic advisors at our clients’ fingertips, every step of the way. The result is a foundation that always runs smoothly, engages the family, and has the impact every client wants.

Ultimately, you will have a great foundation, no matter its size or its mission.
That means:

  • Great in the way it impacts the lives of others.
  • Great in the way it can bring a family together.
  • Great on your terms—whether a legacy for generations,
    or the satisfaction of giving today.

To learn more, please select one of the following:

Donors & Families

I have a private foundation or may start a foundation.
 

Trusted Advisors

I am a wealth advisor
or an attorney.
 

TESTIMONIALS

"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."

Dr. Roger Newton, President
Esperance Family
Foundation

"There are so many rules governing private foundations that are not necessarily obvious. Foundation Source is great at helping keep foundations out of trouble. They provide the right policies and checklists to help prevent mistakes, and their back-office and tax preparation services are less expensive than buying these services a la carte from a variety of professionals. Our clients are very happy with Foundation Source. They get good results, inexpensively."

Charles Fayerweather
Hemmingway & Barnes
Boston, MA

Next Steps

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Getting to Know Us

How Foundation Source's expertise works for you.

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Hallmarks of a Well Run Foundation

Lead your foundation to greatness using these guidelines.

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Strategic Philanthropy - Five Approaches

Strategic paths for achieving your philanthropic goals.

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