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Web-Based Tools for Foundation Management

A secure command center for managing your foundation anytime, anywhere.

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"Foundation Source has introduced the Murphy Family Foundation to a totally modern and much faster way of working by receiving proposals online. We were up and running far more quickly than we expected. I'm always impressed by Foundation Source's responsive service. It surprises me how far their people will go to assist us."

Karen PowersFoundation Administrator Murphy Family Foundation

"Foundation Source helped us rethink our entire application process and set up a new, online system for us. The website that Foundation Source created makes it easier for us to organize, track and review the student applications. And the students find it much easier to submit their applications and all supporting documentation. Foundation Source is the best thing that ever happened to our foundation."

Molly SeemanFoundation Administration Don and Roy Splawn Charitable Foundation West

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.

Features Include:

  • Charity research powered by GuideStar and Charity Navigator
  • Granting that’s mouse-click easy
  • Complete tracking of foundation activities
  • Tracking of investment balances
  • Easy access to grant history
  • Customizable reports library

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.

Video: The Zimmer Family Foundation stays connected using Foundation Source Online.

Grantmaking Made Easy, From Any Web Browser

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.

Advanced Services to Manage and Evaluate Grants

As your grantmaking expands, Foundation Source has powerful add-on services that significantly extend the functionality of your online tools:

  • Foundation Source Requests is a web-based grants management service that makes it easy to accept grant applications online, then organize, review, track and reply to those requests with just a few clicks and key strokes. This innovative technology is fully integrated with our core services to include research tools for more informed granting decisions, and the processing and delivery of grant checks.
  • Foundation Source Results is an automated, online tool that allows foundations to track the impact of their charitable donations, monitor performance and request formal reports – all from a simple web console. It revolutionizes the process of assessing grant results by collecting key performance indicators from nonprofits.

Administrative Support for Private Foundations – Learn More Private Foundation Advisory Services – Learn More

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