Overview of Services
We run foundations, so donors and families can enjoy philanthropy that is satisfying, rewarding and burden-free.
Integrated Support Services Streamline Your Philanthropy
From foundation setup and administration to ongoing guidance and strategy, we have the integrated services and expertise to run foundations at every stage. They're all designed to take care of the “three imperatives” – administration, family engagement and impact – the keys to making any foundation a great foundation.
 |
Foundation Source Back-Office – Our back-office services handle the administrative work of private foundations, freeing donors and families to focus more on philanthropy and less on operations and compliance tasks. |
 |
Foundation Source Online – Our award-winning online services let you monitor and manage your foundation from any Internet-enabled device. You’ll communicate and collaborate with other foundation members using your own secure website, no matter where you are in the world. |
 |
Foundation Source Advisors – Our foundation professionals serve as your virtual staff to answer questions, solve problems, and help you take your philanthropy to the next level. Your Private Client Advisor is backed by our in-house experts in philanthropy, tax, legal and accounting, every step of the way. |
As Your Foundation Grows, We Grow With You
When you’re interested in more advanced activities – from international grants and scholarships to collaborative giving programs and program-related investments – we offer a full range of advanced back-office, online and advisory services. You use only the services you need, when you need them. To learn more about our advanced services, click here.
To learn about our Core Services, select one of the following:
TESTIMONIALS
"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
"With the help of Foundation Source, we can run our foundation just the way we want. The private web site, 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
