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Foundation Source Advanced Back-Office

Key Features

  • One-stop source for multiple foundation services
  • À la carte approach ensures you only pay for what you need 
  • Outsourced tasks reduce foundation staff and bureaucracy
  • Cost-effective, quick access to services increases foundation’s impact

Individual, tailored services, available when you need them, to directly support your philanthropy.

A One-Stop Source for Multiple Foundation Services

Foundation leaders occasionally find themselves with a specific need or initiative that they may not have the time or expertise to handle themselves. Outsourcing these tasks to specialists who already know you and your foundation can be the easiest, most cost-effective way to get them done.

With Foundation Source Advanced Back-Office, you purchase the services you want on an à la carte basis so you only pay for the services you need. Collectively, these services can reduce workload on donors, family and staff, allowing each to concentrate on their most important responsibilities. For foundations that want to avoid creating unnecessary infrastructure, these services can reduce the pressure to add additional staff.

Foundation Source Advanced Back-Office services available through Foundation Source include:

  • Program-related investments and recoverable grants
  • Expenditure responsibility
  • International grantmaking
  • Scholarship and award programs
  • Compensation benchmarking
  • Charity financial reports
  • Customized gift agreements
  • Board meeting planning and organizing
  • Advanced Services

Next Steps

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QUESTIONS?

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Expenditure Responsibility

Make grants to organizations not classified as public charities by the IRS.

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