Private Foundation Administration

We handle all back-office details, so you can focus on your philanthropy.

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"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 MaloneyPresident The Maloney Family Foundation

Efficient, worry-free administration is key to making any private foundation a rewarding and enjoyable experience. And for over a decade, that’s what we provide for every client. Our administrative support professionals serve as your foundation’s virtual staff, taking care of all the tedious, but necessary chores, so you can focus on your philanthropy.

Streamlined and Automated Private Foundation Services

We assist more than 1,100 private foundations, taking care of:

  • Administration
  • Compliance monitoring
  • Transaction processing
  • Tax preparation and filings
  • Financial and grant 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 to lift his foundation’s administrative burdens.

Advanced Administrative Support

Private foundations enjoy many options not available to individual givers or donor-advised funds. With our advanced administrative 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 minutiae, so you can deal with the mission.

Online Resources for Private Foundations – Learn More Private Foundation Advisory Services – Learn More

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