Foundation Source Online Demonstration

For each client, Foundation Source provides a password protected, customized web site that serves as the foundation's control center: a central point of access for managing the foundation from anywhere in the world. It simplifies communication and collaboration among those involved with the foundation; provides instant access to foundation records and granting activity and facilitates the "practice" of philanthropy.

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With Foundation Source Online, there is never any software to install or manage. Features online research, granting, tracking & reporting Customized for each foundation family Compatible with iPad, iPhone, and Droid

Key Features:

• Direct Access:  One-click access to "Find a Charity," our online database of IRS approved charities; "Make a Grant," our online grantmaking system; and "Alerts," providing important messages from Foundation Source.
• Summary of Foundation Assets:  Provides a snapshot of foundation asset balances, including cash assets available for granting and transactions in process.
• Tracking and Status of 5% Distribution:  Displays where the foundation stands in meeting its annual 5% distribution requirement.
• Grant Activity by Individual:  Provides an overview of activity for each person authorized to make grants on behalf of the foundation.
• Grant History:  A detailed log of all foundation grants, including name of charity, grantor, amount and grant status, with sorting and grouping features.
• Reports:  Foundation Source provides over 20 customizable report templates, so donors, directors, advisors or staff have timely information on the status of all foundation activities.

Take a few moments and explore our fully-functional online demo. If you have any questions, call us at 800.839.0054 or email us.