We provide complete administrative, technology and support services in a single, integrated offering to every private foundation
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Keeps your foundation running smoothly 
Compliance monitoring, transaction processing, tax preparation and filing |
Personalized support from our team of experts 
Our team of Private Client Advisors and in-house experts serve as your virtual staff |
Automated, online and available anytime 
A secure, custom web site for research, grantmaking, tracking and reporting |
Core Services
Core Services
Foundation Source Core Services provides all our private foundation clients with administrative, technology and support services as a single, integrated offering.
A Single, Integrated Offering
With our Core Services, Foundation Source serves as the foundation’s virtual staff so that the foundation runs smoothly and remains in compliance with state and federal regulators.
- Foundation Source Back-Office Complete outsourced services, including administration, compliance monitoring, transaction processing, tax preparation and filing, and financial and regulatory reporting.
- Foundation Source Online Your own, customized, secure website to manage the foundation--including, charity research, grantmaking, reporting, viewing investment balances, checking progress toward your pay-out requirement and more. Members of the foundation can communicate, collaborate and keep tabs on their philanthropy, anytime, anywhere.
- Foundation Source Advisors Expert staff on-call, led by a dedicated, Private Client Advisor and backed by in-house tax, legal and accounting professionals. We provide the knowledge, experience, service and support to help keep each foundation running smoothly and in compliance.
Advanced Services
Foundation Source also offers advanced back-office, online and advisory services to complement each of our core service offerings.
To learn more about our Advanced Services click here.
Next Steps
Testimonial
“We rely on Foundation Source virtually every day...to fulfill pledges we’ve made, research charities we are interested in, and take the paperwork out of making gifts. They truly streamline the gift-giving and decision-making process, giving us confidence every step of the way.”
- Barry & Mimi Sternlicht The Sternlicht Foundation
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