1-800-839-0054

Foundation Source Back-Office

We run the whole back office, handling administrative and compliance details, so your foundation always runs smoothly.

Smooth running, worry-free administration is key to making any foundation a rewarding and enjoyable experience. And that’s what we provide for every client. Our Foundation Source Back-Office professionals serve as your foundation's virtual staff, taking care of all the administrative chores, so you can focus on your philanthropy, not paperwork.

Streamlined and Automated Where it Matters

For over a decade, we’ve run the back-offices for hundreds of private foundations, taking care of:

  • Administration
  • Compliance monitoring
  • Transaction processing
  • Tax preparation and filings
  • Financial reporting and more

Our award-winning back-office systems and technology were developed with the assistance of leading legal, tax and philanthropic professionals, and in close consultation with the IRS. They are fully integrated with our online grantmaking and grants management systems.

If you already have a foundation, we’ll seamlessly transition you to Foundation Source’s automated platform, quickly and efficiently. If you’re thinking of starting a new foundation, we can have it up and running in as few as three business days.

Video: Glen Whitney turned to Foundation Source Back-Office to lift his admin burdens.

Instantly Expand Your Philanthropic Toolbox

Private foundations enjoy many options not available to individual givers or donor-advised funds. With our Advanced Back-Office Services you can:

  • Make gifts directly to individuals and families
  • Grant to international charities and even to for-profit companies
  • Make loans to charities or equity-investments in charitably focused entities

With Foundation Source providing the staff and infrastructure, there is no need to search for the specialized expertise to take full advantage of your foundation’s potential. You have ready access to our philanthropic professionals who have the technical know-how to turn your most creative ideas into plans and actions. We deal with the mechanics and minutia, so you can deal with the mission.

Click here to learn more about our full suite of advanced services.

Click here to learn how we work with donors and families.

Click here to learn how we work with trusted advisors.

08/12/2011 - 7:12am

Free Guide: Hallmarks of a Well-Run Foundation

Five common traits shared by all “great” foundations. Learn what it takes to make your foundation soar.

Download Now

TESTIMONIALS

"Foundation Source takes the hassle and headaches out of trying to do it yourself. The research they provide helps us make sure we’re donating to legitimate organizations that will use the grants wisely. We tell Foundation Source how much we wish to give and what to say in the notification letter, and they do all the rest, including tracking and organizing foundation activities, and handling all federal and state filings. They respond to every request so wonderfully. I love them because they make everything so easy."

Nicole Maloney,
President
The Maloney Family Foundation

"Foundation Source did an exemplary job of setting up my foundation and now handles all the administrative tasks. That means they keep the foundation’s records, process and issue checks for grants, and file all the necessary tax returns. Foundation Source has made it easy, and they deliver great service!"

Mike Hagan,
Chairman & CEO
Nutrisystems, Inc.
The Hagan Foundation