What is Foundation Source?
Foundation Source offers a configurable suite of technology-enabled solutions designed to facilitate all stages of charitable giving. Their platform combines purpose-built software with deep domain expertise and administrative services to support donors, nonprofits, professional advisors, and financial institutions in achieving their philanthropic goals.
The company provides industry-leading software for foundation management, white-labeled donor-advised fund programs, and unified administration consoles for financial institutions. With over 25 years of experience, Foundation Source serves thousands of clients including private foundations, nonprofits, and financial institutions, managing significant charitable assets through their technology-backed services.
Features
- Foundation Platform: Industry-leading software for managing all foundation activities
- DAF Platform: White-labeled donor-advised fund programs for wealth managers and nonprofits
- DAF OS: Configurable philanthropic fund administration for DAF sponsoring organizations
- Enterprise Console: Unified administration, reporting and SSO for financial institutions
- Private Foundations: Full suite of foundation creation and management services
- Planned Giving: Solutions for gift administration, compliance, consulting and marketing
- Philanthropic Advisory: In-house team of specialists with deep domain and regulatory experience
- GrantSafe®: Tool to check the tax-exempt status of a charity before giving
Use Cases
- Managing private foundation operations and compliance
- Establishing and administering donor-advised fund programs
- Implementing planned giving solutions for nonprofits
- Providing enterprise charitable giving solutions for financial institutions
- Offering philanthropic advisory services to wealth advisors and family offices
- Creating customized philanthropic websites for organizations
- Facilitating fiscal sponsorship programs for charitable initiatives
- Managing endowment sub-accounting for large nonprofits
