Foundation Source Back-Office

Key Features

  • Streamlined administration and governance of the foundation
  • Up-to-date IRS compliance monitoring
  • Accurate and timely transaction processing
  • Ongoing preparation and filing of specialized tax forms
  • Comprehensive regulatory and financial reporting

A complete range of support services designed to keep your foundation running smoothly and in compliance — so you can enjoy your philanthropy.

Focus on Philanthropy, Not Paperwork

You don’t have to be expert in administering your foundation. Supporting private foundations is all that we do. Foundation Source Back-Office serves as your foundation’s virtual staff to take care of all the administrative chores that are required to assure compliance with IRS and state regulations. You can just focus on your philanthropy.

Quick, Efficient Set-Up

We can provide you with a new foundation in as few as three business days. Or we can work with your attorney to establish a new foundation. Our efficient back-office systems and operating procedures were designed through a collaborative effort with leading tax and legal professionals.

For existing foundations, we work with you or your designated advisor to facilitate a smooth transition to Foundation Source. The process includes creating a secure online platform, and uploading investment balances, grant history and other key foundation information onto the Foundation Source system.

Ongoing Support

Once the foundation has been set up, there’s no need to incur the cost and complications of building infrastructure or hiring staff. Our Client Services team provides ongoing back-office support. For staffed foundations, we can provide payroll and employee benefits services as well as a range of optional Advanced Services.