Donors and Families
We work thousands of donors and family members who trust us to help make their foundations great foundations.
We are the nation’s largest provider of management and philanthropic services to private foundations, ranging in size from $250,000 to $250 million in assets. It’s the only thing we do.
Our expert team enables the flawless administration, greater family engagement and deeper social impact that every client wants. The result: better run foundations that free you to focus on giving while we take care of the rest. Whether you’re thinking of starting a foundation or already
have one, Foundation Source will help.
Award-Winning Services: Everything You Need, Day One
Our back-office services make starting and operating a family foundation effortless. Our acclaimed online services provide a state-of-the-art website to research charities, make grants and manage activity from anywhere on earth. And our team of foundation professionals is your virtual staff to ensure that your questions are answered, your mission is met, and your foundation runs smoothly and compliantly, always.
Integrated Into a Single Team
More than a decade of experience with every type of foundation has taught us that success comes down to three imperatives: smooth administration, family engagement and social impact. How they are addressed and balanced is the key to a great foundation experience.
Administration: Foundation Source Back-Office eases the administrative process traditionally associated with private foundations. It frees you and your family to focus on philanthropic giving, not administration and compliance tasks.
Family Engagement: Our award-winning Foundation Source Online provides the perfect platform for communicating, collaborating and managing your family philanthropy – any time, any place with your own secure foundation website.
Mission and Impact: Foundation Source Advisors are a ready team of experts with deep experience in philanthropy, tax, legal and accounting. Like a virtual staff, they work closely with donors and families to define objectives, plan strategies, and provide advanced services that grow with you when you wish to take your philanthropy to another level.
To learn more, please select one of the following:
TESTIMONIALS
"Initially, I resisted setting up a private foundation, but Foundation Source has made this not only a relatively effortless process, but also a very enjoyable one. I am grateful that Foundation Source has served a vital role in facilitating this Sievert family legacy."
Fred Sievert,
President The Sievert Family
Foundation
"Just a quick note to say 'thank you' for recommending Foundation Source to me. They have been a life-saver to us; so organized and professional, it’s incredible. It puts me to shame, as I wish that my own business ran like this! So, you can and definitely should continue recommending them; for anyone with a small foundation they take the paperwork nightmare out of giving!"
Marsha Fox,
The Fox-Walker
Foundation
