Foundation Source

Foundation Source Foundation Source empowers people and companies to create a better world through philanthropy.

We make giving easier for more than 2,000 foundations with innovative technology backed by philanthropic expertise. 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 w

here 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.

As society adapts to the ever-expanding presence of AI—particularly generative AI (G*I) that creates (generates) new, or...
08/28/2026

As society adapts to the ever-expanding presence of AI—particularly generative AI (G*I) that creates (generates) new, original content—the philanthropic sector is increasingly embracing this rapidly evolving technology and its vast capabilities. Our new whitepaper explores its applications, benefits and current challenges. Check it out here >> https://hubs.li/Q04vJMJr0

As society adapts to the ever-expanding presence of artificial intelligence (AI)—particularly generative AI (G*I) that creates (generates) new, original content—the philanthropic sector is increasingly embracing this rapidly evolving technology and its vast capabilities.

You're Invited! The 2026 TPI Study of The Philanthropic Conversation offers insights for both advisors and HNW individua...
08/27/2026

You're Invited! The 2026 TPI Study of The Philanthropic Conversation offers insights for both advisors and HNW individuals in crafting stronger conversations. While advisors and HNW clients alike now expect conversations on philanthropy to be part of their relationships, some meaningful gaps still remain.

Join two of the field's most respected voices as they dig into the findings and share practical ways for donors and advisors to make the philanthropic conversation more insightful and impactful.

Register now >> https://hubs.li/Q04vCwzH0

08/26/2026

LAST CHANCE! ⏰ Join us tomorrow for quick tips from our seasoned subject matter experts on the best ways to engage the family in philanthropy and build a legacy.

Register now >> https://hubs.li/Q04vsrSq0

Can't make it? Register to get the replay!

In the final installment of our AI in Philanthropy series, we’re bringing the conversation full circle: how to evaluate ...
08/25/2026

In the final installment of our AI in Philanthropy series, we’re bringing the conversation full circle: how to evaluate whether AI is truly delivering on its promise, how the philanthropic sector can help ensure the technology is developed and used responsibly, and the practical steps funders can take over the next 12 months. Keep reading: https://hubs.li/Q04vbBnY0

In this next installment of our AI In Philanthropy series we're discussing how to evaluate AI, practical steps funders can take and more.

You asked, we listened! Just 3 more days until our first “best of” family philanthropy and legacy—a compilation highligh...
08/24/2026

You asked, we listened! Just 3 more days until our first “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts.

Register now >> https://hubs.li/Q04v7yfY0

Can't make it on Thursday? Register to get the replay!

See you soon in California! Our team is looking forward to the 2026 Future Proof Festival in just a few weeks! Stop by t...
08/21/2026

See you soon in California! Our team is looking forward to the 2026 Future Proof Festival in just a few weeks! Stop by the Foundation Source booth (413) to meet the team and learn about our philanthropic solutions.

Learn more here >> https://hubs.li/Q04tWgqN0

There’s a single number buried in every gift annuity and charitable remainder trust calculation that quietly determines ...
08/20/2026

There’s a single number buried in every gift annuity and charitable remainder trust calculation that quietly determines how large a donor’s tax deduction will be—and the IRS resets it every month. To explain what it is and why it never sits still, we turned to PG Calc’s Senior Advisor Craig Wruck for the newest installment of our Planned Giving Series. Learn more in today's blog: https://hubs.li/Q04tKNQK0

PG Calc's Senior Advisor Craig Wruck explains what the IRS Discount Rate is and why it never sits still in our next Planned Giving Series.

Giving USA recently released their 2026 report that showed record giving levels. But where did that generosity go, and w...
08/19/2026

Giving USA recently released their 2026 report that showed record giving levels. But where did that generosity go, and what do four decades of data say about how giving actually moves with the economy? Check out part 2 of our key takeaways: https://hubs.li/Q04tBM4Q0

Where did that generosity go, and what do four decades of data say about how giving actually moves with the economy?

08/18/2026

Starts next week! Are you registered? Join our experts for our first “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts.

Don't miss out on this free webinar >> https://hubs.li/Q04tt6060

Our expert and Chief Legal Officer Jeffrey Haskell shared how private foundations can make an impact beyond grantmaking ...
08/17/2026

Our expert and Chief Legal Officer Jeffrey Haskell shared how private foundations can make an impact beyond grantmaking through impact investing. Learn more >> https://hubs.li/Q04thjRl0

Worth explains how program-related investments (PRIs) let foundations meet minimum distribution requirements while funding for-profit impact ventures.

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