Existing Foundations
We help more than 1,000 satisfied clients nationwide, with assets ranging from $250,000 to $250 million.
Carefree administration, meaningful family engagement and deeper social impact – these are the keys to having a great foundation no matter how large or small. More and more foundations are choosing us to run their foundations because we deliver all three. We take care of all the administrative and compliance burdens; provide special online tools for families to collaborate; and put the best philanthropic advisors at your fingertips every day – freeing you to enjoy what you care about most – charitable giving.
Experts On Call, So They Don’t Have to Be On Staff
Before coming to Foundation Source, many clients found it difficult and expensive to find the right expertise when needed. But when you partner with Foundation Source, we become your expert staff, always on call. Our private foundation experts in philanthropy, accounting, tax and legal handle all the details of compliance monitoring, transaction processing, state and federal filings, advanced grantmaking techniques and more. It’s one of the most important ways we make more foundations great foundations.
We Keep Watch For You
Running a foundation compliantly requires a thorough knowledge of sophisticated rules and regulations. Foundation Source monitors your foundation for compliance issues and gives you the information to make the right decisions. We act as a second set of eyes, protecting you from inadvertent mistakes that could lead to unwanted public scrutiny or even IRS penalties.
Video: Foundation Source gave Diana Barrett the boost she needed to get the Fledgling Fund soaring.
More Good Works, Less Paperwork
Foundation Source easily handles the day-to-day functions of the foundation, such as verification of a charity’s 501(c)(3) status, issuing grant checks and grant letters, paying foundation expenses and more. All the details are taken care of by experts, and best practices are built right into our systems and processes.
Click here to learn more about Foundation Source Back-Office services.
Putting the Family Back in Family Foundations
Even families with common philanthropic goals can have difficulty engaging family members from different generations and those in different locations around the globe. Foundation Source offers fun and exciting opportunities to re-invigorate the family’s collaboration on foundation issues. Our easy online platform includes a family’s own foundation website that facilitates communication and provides every family member with the ability to be involved.
Click here to learn more about Foundation Source Online.
Providing More Powerful Impact
Foundation Source puts a specialized team of the most experienced philanthropic advisors at your fingertips, whether your foundation has $250 million or $250,000 in assets. You get the expertise you need, when you need it, from a phone call to answer a quick question to an in-depth engagement around governance, mission, strategy, program development, family engagement and more.
Click here to learn more about Foundation Source Advisors.
Helping Foundations Adapt To Change
You may be preparing for a new influx of foundation assets or coping with losses. You may be trying to transition out of the daily grind of the foundation or transition new members in. You may want to hold on to your traditions or look for a new way of doing things.
No matter what changes are in store for your private foundation, Foundation Source can help. We believe that you and your successors will look back, years from now, and be glad Foundation Source was there to provide advice and continuity during times of change.
You're in Good Company
Foundation Source works with more than 1,000 private foundations. Our daily interaction with hundreds of your peers of every size enables us to offer best practice solutions, based on the examples of those who have addressed similar challenges. In addition, we host regional events with our clients to explore common topics facing foundations today. These sessions allow you to meet and interact closely with your philanthropic peers, and to share your successes and challenges in running a foundation.
Our Services Grow With You, Up to The Most Advanced
As your foundation grows and matures, Foundation Source can provide advanced tools and services in every area, from administrative through philanthropic advice and support, to meet your changing needs.
Click here to learn more about our complete suite of Advanced Services.
|
Free Guide: Taking Your Foundation to the Next LevelLearn the five keys to success shared by top-performing foundations that are quick, nimble and bold in their philanthropy. |
TESTIMONIALS
"With the help of Foundation Source, we can run our foundation just the way we want. The private website, provided by Foundation Source, gives us immediate access to all foundation information, including the grants we have made and the tax returns we have filed. On a personal level, we have found that their Client Services team is always available for advice and assistance. I wouldn’t hesitate to recommend Foundation Source to anyone."
Bob Swaback,
President
The Mitchell Swaback 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
Advantages
- Focus on mission and strategy, knowing we take care of all the operating details.
- Put into place a structure that will last through the generations.
- Relax knowing that an expert in private foundations is monitoring all foundation activity.
- Tap our range of options to help your family work together.
- Successfully manage change with expert philanthropic guidance.
- Accomplish all of the above, for less than hiring an administrative assistant.
