Foundation Source provides its services to over 750 private foundations, representing over $3.0 billion in foundation assets under administration. Foundation Source works with advisors, attorneys, CPAs and the foundations they serve as well as directly working with donors. We do not custody foundation assets, nor do we provide investment, tax or legal advice. Donors continue to work with the professionals they know and trust for these services.

Financial Advisors – We help advisors serve the philanthropic needs of their clients.

Attorneys – Attorneys gain peace of mind knowing that Foundation Source is continually monitoring foundation governance and other activities for compliance.

CPA's – We can prepare all the information necessary for tax returns and either file them for you, or coordinate with you.

Donors – Foundation Source foundations are stronger, more secure and deliver greater social impact, allowing families to focus on mission, strategy and family priorities rather than back-office administration and compliance tasks.

Testimonials – In a series of person-to-person interviews, we asked for candid comments about Foundation Source. We're pleased to share the results with you.