Whether you’re the primary donor, a family member, a director or senior staff person at a foundation, you’ve made a commitment to a philanthropic objective. You want to have an impact and –in most cases– you want to share the experience of giving with other family members. While you may wish to research worthy charities, make grants and evaluate results –the real work of philanthropy– you may not wish to manage your foundation’s back-office operations.

Do What Matters Most

Foundation Source helps individual donors become better philanthropists. We assist donors and trustees of existing foundations to make their operations more efficient and their giving more effective. Our staff of experienced professionals manages all the details behind foundation administration, compliance monitoring, grant processing, regulatory issues and more. We handle the tasks that you don’t have the time, capacity or inclination to do.

Foundation Source is the nation’s largest provider of support services for private foundations, both large and small. We work to ensure that the administrative affairs of more than 900 private foundations are conducted flawlessly, so our donor clients can focus on more important things. When you have more control to set your own priorities, your foundation is that much more effective and enjoyable to run.

• New Foundations – Foundation Source can provide a new foundation in as few as three business days. We also work with foundations set up independently by our clients’ attorneys.
• Existing Foundations – We can work with you or your advisors to improve your foundation’s operations by smoothly transitioning to our platform. The process includes uploading of investment balances, grant history and other activities into our secure databases, creation of your private web site, and more.

Our experienced team of Managing Directors can help you get started. In addition, dedicated Private Client Advisors are assigned to each Foundation Source client, so we are always responsive to your needs.