Foundation Source

Foundation Source develops and delivers modern technology, tools and resources that help more people become philanthropists and help more philanthropists create greater impact.

As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey. 

For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.

What We Do
Consulting
Strategic support for starting and enriching the philanthropic journey

Vehicles
Creation and filing services for a range of tax-advantaged charitable vehicles

Administration
Comprehensive operations, grantmaking and compliance support for giving programs and vehicles

Technology
Platforms designed to increase efficiency and impact for donors, nonprofits, advisors, and institutions

Accounting
Specialized financial and tax services for foundations, charitable gifts and trusts