Manage your foundation from anywhere by logging into the private, password-protected website provided by Foundation Source. This award-winning online console has evolved over the past 10 years to simplify foundation control, communication and collaboration in a way never before possible. It provides designated foundation members with instant access and total transparency into foundation activities.
Family members become more actively engaged, and the selected trusted advisors you choose to give access to stay informed. The web console is so user-friendly, no specialized training is needed. And there is no software to install or maintain.
We’ll work with you to customize the viewing rights and granting authority for each person given access to your foundation’s website. You control who can view investment balances, grant activity, expenses, etc., and set parameters for those allowed to make grants.
With a few mouse clicks and keystrokes, you can quickly research charities and easily make grants, whether a one-time gift or multi-year commitment. If grants require approval by a committee or individual, the online console makes it easy to review and authorize proposed grants online. From there, we review each grant for compliance issues, then deliver your grant payment and customized grant letter. Log in anytime to check on the status of your grants.
As your grantmaking expands, Foundation Source has powerful add-on services that significantly extend the functionality of your online tools: