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Getting to Know Us
Whether you plan to create a new private foundation, or have already established one, Foundation Source has ... Read More
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Foundation Management: Doing It Yourself vs. Outsourcing
The chart compares the requirements and capabilities of a traditional ... Read More
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FAQs About Private Foundations
Straightforward answers to the 29 questions we’re asked most often about private ... Read More
"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