Trusted Advisors
We work with leading wealth advisors and attorneys, providing essential services for more than 1,000 foundations.
Foundation Source is the nation’s largest provider of complete back-office, online and philanthropic advisory services for private foundations. Today, we serve as third-party administrator to more than 1,000 foundations of every size, coast-to-coast, representing nearly $5 billion in philanthropic assets...always in concert with the foundation's trusted advisors.
We Complement; We Never Compete
Foundation Source does not custody foundation assets, nor do we provide investment, legal or tax advice. We are committed to enhancing the advisory role you have with your clients. We work as your “silent partner” to help your clients achieve their philanthropic objectives flawlessly and at the lowest possible cost.
With Foundation Source as your operating partner, your clients are assured a professionally run foundation that is efficient, cost-effective, state-of-the-art and fully compliant with all IRS rules and regulations. The benefit for you and your clients? You spend your time offering professional advice. We handle the burdensome administrative details. It means extra peace of mind.
Back-Office, Online and Advisory Services, Working As One
Our professional approach to foundation management ensures that every foundation runs smoothly and compliantly. Your clients have the most trouble-free foundation experience, achieving the balance of family engagement and social impact that satisfies their needs.
- Foundation Source Back-Office: Our back-office services ease the administrative burden traditionally associated with private foundations, freeing donors to focus on mission, strategy and family priorities. For trusted advisors, the benefits are clear: the ability focus on your areas of expertise, while we take care of the rest.
- Foundation Source Online: Our award-winning service, Foundation Source Online, provides the perfect environment for family communication and collaboration – any time, any place, on any Internet-enabled device. Email notifications keep family advisors current on relevant foundation activity.
- Foundation Source Advisors: Our in-house team of experts help donors define and clarify their philanthropic mission and objectives. For donors who wish to take their philanthropy to another level – yet keep in full compliance – they also provide a full suite of advanced services, from international grants and scholarships to collaborative giving programs and program related investments.
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TESTIMONIALS
"All my clients are nonprofits, including private foundations of all sizes and types. Foundation Source is an excellent fit for small and medium-sized foundations that either don’t have a large staff, or would prefer to have their staff focus on program needs rather than administration. I have confidence that my clients who use Foundation Source are conducting their basic affairs properly, are making legally compliant grants, and are filing properly completed tax returns. While Foundation Source does not give legal advice, it is very good at bringing legal issues to the attention of its clients, so they can seek proper counsel.
Robert Wexler
Adler & Colvin
San Francisco, CA
"I’ve worked with Foundation Source since its inception, and have seen it develop from a back-office administrator to a full-service management company that guides private foundations from birth to death. Clients really benefit from the staff’s in-depth knowledge and experience regarding private foundation rules, that at best are grey and always complicated. They don’t give answers without careful consideration. The company also provides a real comfort to other family advisors who typically don’t have that same level of specialized knowledge. I highly recommend their services."
Jody Blazek, CPA
Blazek & Vetterling
Houston, TX
