Foundation Source Advisors
We put a full team of philanthropic specialists at your fingertips to help make your foundation a great foundation.
Unparalleled Support for Greater Impact
With Foundation Source, you immediately gain a complete, virtual staff of private foundation experts, without adding employees or building infrastructure.
Your foundation is supported by a team of world-class specialists in foundation administration, compliance and philanthropy. Their knowledge and expertise are gleaned from years of experience, working with hundreds of foundations. Their mission is to help you achieve the greatest impact on the lives you touch.
We take particular pride in providing personal service to every client, and our 98% satisfaction rating shows that our commitment translates to a superior experience for foundations of every size.
A Dedicated Private Client Advisor
Personalized service and support starts with your Private Client Advisor (PCA), the lynchpin in the Foundation Source support network. He or she carefully oversees your foundation’s operations, including shepherding grants and grant applications, monitoring minimum distribution requirements and ensuring smooth integration of the technical aspects of Foundation Source Online. Your PCA learns the ins-and-outs of your foundation and builds a relationship with you based on expert advice and a personal touch. He or she serves as a single point of contact to assist with all your day-to-day activities, acts as your liaison with our tax and legal experts and provides training and guidance to allow you to get the most out of the virtual staff and technology we provide.
Specialized Expertise When You Need It
Maybe you would like to get more out of your foundation – more rewards, broader horizons, even more fun – but you don’t feel that you have the in-house expertise to take things to the next level.
Our team of accomplished philanthropic experts is ready to help you achieve greater focus, greater engagement and greater impact, without staffing up or building bureaucracy. They are available by phone and in person to help on a wide range of issues, from simple to complex. These in-house experts can help you "cut to the chase" with practical advice, leading edge ideas and best practices from our client base of more than 1,000 foundations.
To learn more about our full suite of advanced services, click here.
Connect With Peers
Foundation Source also hosts regional events throughout the year where our clients share their experiences, seek advice on challenges, meet with notable philanthropists, and learn about innovative ways of giving. These events include opportunities to meet with innovative non-profit leaders in the U.S. and overseas.
Click here to learn how we work with donors and families.
Click here to learn how we work with trusted advisors.
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TESTIMONIALS
"We've been through many strategic planning sessions in the past, but never one as well done as with Foundation Source. Because we are more focused now on what we want to accomplish, we are able to make a real impact with the dollars we give. Foundation Source gives us the guidance and tools to experiment with new approaches to granting, such as capacity-building grants and multi-year grants, which we would not have considered before. Whenever I have a question, all I have to do is pick up the phone, and Foundation Source is there with an answer."
Sonia Baker,
Executive Director
Edwards Mother Earth Foundation
"Foundation Source has opened up a new world of philanthropic giving for us. They are terrific to work with, and Foundation Source does everything they say they will do. We get all the services of a fully staffed, large foundation at an extremely affordable price. It’s the great joy of our lives to reach out and assist people in need, and we hope that our children, now foundation officers, will develop a sense of philanthropy that will endure for generations."
Phil Clark,
President
The Clark Family Private Foundation
