“The work that Foundation Source does for us has made it so that we can step away from the regulatory and administrative side of the foundation and pursue our mission without concerns that we may not be compliant with nonprofit laws.”

Rodriguez Cheever Foundation

“PG Calc has been a wonderful business partner over the years. They are always responsive to our inquiries and have helped our team build confidence with their software. We always feel supported and know where to go with our questions. They are a leader in gift administration and illustration software, but their team, expertise and customer service are really what sets them apart. Thank you for supporting our work to Save Them All.”

Best Friends Animal Society

“Professional, full-service, responsive, collaborative solution for our needs running a corporate Foundation!”

The VF Foundation

“Foundation Source is a terrific back office that ensures compliance is met, offers an amazing grant management platform, streamlines expense processing and reporting, and their Private Client Advisors can be great sounding boards.”

Pincus Family Foundation

“It’s been WONDERFUL working with PG Calc over the years. You have put up with countless questions...thank you for your patience and for doing such a thoughtful job of handholding. It gave me confidence having PG Calc as my copilot. There’s a reason I sent the company (and my planned giving donors) a New Year’s card every year… I appreciated your professionalism and support. PG Calc staff were an extension of my office. Many, many thanks.”

Natural Lands

“Foundation Source has been a fantastic partner in helping my clients achieve their financial and philanthropic goals. I was able to leverage their incredible resources and deliver to my client an end-to-end philanthropic solution. I recommend the professionals at Foundation Source and their firm with high conviction.”

$1.5 Billion Advisory PracticeTop-Ranked by Barron’s, Forbes and Financial Times

“Foundation Source allows us to focus on key client issues as a financial advisor. They have far exceeded our expectations. They are responsive and take all the problems and difficulties out of administering a foundation.”

Leading US private wealth management firmadvising on more than $20 billion in client assets