What We Do

Foundation Source provides a complete suite of support services so you can enjoy your philanthropy. It’s everything you need, day one.

Core Services

Advantages
  • Keep your foundation running smoothly
  • Automated, online and available anytime
  • Get the support you need from our team of experts

Foundation Source Core Services provides all our private foundation clients with administration, technology and support services as a single, integrated offering.

A Single, Integrated Offering

With our Core Services, Foundation Source serves as the foundation’s virtual staff so that the foundation runs smoothly and remains in compliance with state and federal regulators.

  • Foundation Source Back Office® provides complete outsourced services for private foundations, including administration, compliance monitoring, transaction processing, tax preparation and filing, and financial and regulatory reporting.
  • Foundation Source Online® is an online control center for managing the daily activities of the foundation, including charity research, grantmaking and the tracking and reporting of foundation activities. It allows donors to communicate, collaborate and put their philanthropy to work anytime, anywhere, through a customized foundation web site.
  • Foundation Source Client Services®, led by dedicated Private Client Advisors, provide the knowledge, experience, service and support to help keep each foundation running smoothly and in compliance.

Advanced Services

Advantages
  • Advanced back-office services as needed for your foundation
  • Add-on applications that automate and simplify foundation administration
  • The expertise you need to achieve your philanthropic mission

Foundation Source Advanced Services provides a full range of offerings to meet the needs of more complex foundations and those seeking to have greater impact.

Creative Solutions from Expert Advisors

Every foundation is unique. Our Advanced Service offerings recognize that to achieve your goals you need flexibility, efficiency and room for creative solutions. Our expert advisors are on call to enable foundations to maximize their philanthropic impact, and our technological advances mean that administration becomes a tool for effective philanthropy, not a burden.

Foundation Source Advanced Services offers a range of applications to meet the needs of larger foundations, or foundations that have more complicated needs.

For foundations transitioning from “inception to impact,” Foundation Source provides an advanced back-office, online and support services to complement each of its core service offerings.