Historically, private foundations were considered too costly and complex to set up and operate. Convention wisdom said that you had to commit a minimum of $3 - $5 million in charitable assets to justify the cost of a foundation, primarily to support infrastructure, professional fees and staffing requirements. Foundation Source changes that. Today, Foundation Source will handle compliance monitoring, back-office administration and deliver a custom private foundation web site for each of your clients quickly and cost effectively.

Our business is foundation administration. We never offer legal advice, nor do we interfere with the attorney/client relationship. Instead, Foundation Source concentrates on every detail of back-office administration, compliance monitoring, grant disbursements and state and federal filing, that keep private foundations running smoothly and in accord with IRS regulations.

We work with leading trust and estate attorneys nationwide to provide their clients with best-of-breed administrative services for private foundations. This allows attorneys to spend their time where it matters most, providing counsel to their clients.

Contact us today to get started.