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Advanced Services

As far as your horizons may go, our services grow with you.

A One-Stop Source for Expanding Your Philanthropic Toolbox

As foundations grow and become more complex in their philanthropic activities, so do their needs for specialized expertise and tools. Figuring it out on your own is rarely an option. The learning curve is steep, the risks are high, and the end results are often disappointing. The alternative is to hire consultants. In the past, that meant searching out specialists, vetting credentials, bringing them up to speed on foundation programs, and then hoping they deliver.

For Foundation Source clients, those headaches are gone.

Our clients get ready access to advanced tools and seasoned experts that can help any foundation become a great foundation. It's a powerful combination of great resources, great advice and great networks that open the amazing world of philanthropy and allow donors and families to sharpen their focus and impact. All delivered at an affordable cost by professionals who already know your foundation inside out, along with time-tested topical experts.

Foundation Source Advanced Services complement each of our three core
service offerings.

  • Advanced Back-Office Services – These optional grantmaking, compliance and tax services are customized to your foundation to help you achieve greater impact without adding staff or infrastructure. They eliminate the need to search for specialized expertise when you want to expand your philanthropic toolbox or take on more ambitious challenges.
  • Advanced Online Services – These powerful, yet easy-to-use add-on modules expand the scope of your foundation’s grantmaking capabilities through advanced nonprofit research, online grants management, and tools for tracking the effectiveness of your grantmaking.
  • Advanced Advisory Services – Our experienced philanthropic consultants are there when you need them to help you define your strategy and achieve your mission. You get practical advice, cutting edge ideas and best practices from our broad base of clients.
08/12/2011 - 7:12am

Free Guide: Expand Your Granting Beyond Public Charities

Learn the seven steps your foundation must follow when making grants to entities other than 501(c)(3) public charities.

Download Now

TESTIMONIALS

“Foundation Source has opened up a new world of philanthropic giving for us. They are terrific to work with, and Foundation Source does everything they say they will do. We get all the services of a fully staffed, large foundation at an extremely affordable price. It's the great joy of our lives to reach out and assist people in need.”

Phil Clark, President The Clark Family Private Foundation

“Foundation Source provides the technology and philanthropic assistance to meet the demands of a foundation that runs with few staff, and I find them to be a valuable asset to our foundation. All of the people I work with at Foundation Source are both knowledgeable and responsive to our needs. I value their expertise. My job is more personally enriching, as it should be in this line of business, because I have more time to spend on the families and charities we support as opposed to the administrative aspects.”

Trudi McMurry, Executive Director McMurry Foundation