Foundation Source Philanthropic Services
(5.00 out of 5) - 2 reviews

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliance monitoring, tax, and legal expertise, online foundation management tools, and philanthropic advisory services.

New Foundations – Foundation Source can provide a new foundation, ready for funding, in as little as three business days. We also happily work with new foundations that are established independently by an attorney.

Existing Foundations –Whether your foundation has been around for a few years or a few generations, we have the resources and experience to support it. We provide everything from the basic support all foundations need to highly customized solutions.

Services include:

Administration: Complete back-office services including active compliance monitoring, transaction processing, all state and federal filings, and financial and regulatory reporting.

Expert Advice: Our professional staff of private foundation specialists is on call whenever you need them, including in-house experts in philanthropy, tax, legal, and accounting services. You can count on top-tier expertise and responsive service.

Online Foundation Management Platform: Our secure, web-based platform was built from the ground up for the unique needs of private foundations, making it easy to conduct foundation activities, including charity research, grantmaking, viewing investment balances, checking the foundation’s minimum distribution requirement, running reports, and more. Foundation members can communicate with each other, collaborate on grantmaking, and keep tabs on their philanthropy, anytime, anywhere.

Founded in 2000, these numbers document our remarkable growth:

The company now supports more than 1,700 private foundations, representing more than $18.6 billion in philanthropic assets;

  • Individual client foundations range in size from $250,000 to over $1 billion in assets;
  • Since inception, our foundation clients have made more than 383,000 grants, totaling $6.9 billion;

And the company now works with more than 300 financial institutions.

Over the years, Foundation Source has been repeatedly recognized for its innovative services and overall excellence:

  • 2018, Thought Leadership by a Technology Provider, Wealth Management Industry Awards
  • 2018, Best Marketing / PR Initiative, Family Wealth Report
  • 2017, Best Reporting System, Private Asset Management.
  • 2015, Best Philanthropic / Educational Initiative, Private Asset Management
  • 2014, Best Philanthropic Offering, Family Wealth Report.
  • 2013, Best Philanthropic / Educational Initiative, Private Asset Management.
  • 2007, Philanthropic Group of the Year, Private Asset Management.

Foundation Source serves family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut. Click here to find the business development team serving your area.

Customer Reviews for Foundation Source Philanthropic Services

(5.00 out of 5) - 2 reviews
A first-class operation. Foundation Source’s administrative services, expertise and online convenience make running a ...
Hello friends of Foundation Source, as a treasured gift of life, you are, to this Century, gratefully enjoy being you,...