Company Facts

• Over 900 private foundation clients
• $4 billion in foundation assets
• Over 80 employees
• Offices coast to coast
• Named "Philanthropic Group of the Year"

Our complete back-office, online and advisory capabilities make it easy and rewarding for any foundation, large  or small, to be a Great foundation. We free our clients from administrative and compliance burdens so they can focus on what matters most: engaging board and family members, and achieving social impact.  

Our Mission

Our mission is to make every foundation a Great foundation, whether it has $500 thousand or a $500 million in assets. This means great in the way it impacts people by its giving, great in the way it engages foundation members in a common purpose, and great in the way it inspires donors to use their lifetime of experience and knowledge to create a lasting legacy. To become great in this way, a foundation must have smooth, compliant administration to free donors and principals to focus on what they care about most.

Partnerships

Foundation Source has formed successful partnerships with many of the nation’s leading private wealth management firms, trust and estate attorneys, CPAs and philanthropic service organizations.   These include: Atlantic Trust, JPMorgan Private Client Services, Morgan Stanley Private Wealth Management, Northern Trust, TD Ameritrade, UBS, Wilmington Trust, and other leading national and regional firms.  Foundation Source also works closely with law firms and attorneys to support clients’ philanthropic needs. 

Locations

Foundation Source is headquartered in Fairfield, Connecticut and maintains regional offices in Atlanta, Boston, Chicago, Denver, New York City, Philadelphia, Salt Lake City, San Francisco and Seattle.