Foundation SourceBack-end Management for Private Foundations
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Foundation Source is America's leading provider of outsourced services for private foundations. The company's back-office systems, online services and experts on-call provide clients with Professionally Administered Foundations that solve the traditional problems of complexity, compliance, community and cost. Foundation Source foundations are stronger, more secure and deliver greater social impact, allowing families to focus more on mission, strategy and family priorities rather than back-office administration and compliance tasks.
Foundation Source offers a full range of services to help keep private foundations of all sizes operating smoothly and in accord with IRS regulations and federal law. Today, Foundation Source provides its services to more than 750 private foundations, representing over $3.0 billion in foundation assets, through 60 supported financial institutions. The company's products are provided in partnership with leading law firms and financial institutions, including Atlantic Trust, Bear Stearns, City National Bank, JP Morgan Private Client Services, Mercantile Bank & Trust, Northern Trust, TD Waterhouse and Wilmington Trust. Foundation Source was named the 2007 Philanthropic Group of the Year by Private Asset Management magazine. The company is headquartered in Fairfield, CT with regional offices in Atlanta, Boston, New York, Chicago, Denver, Philadelphia, San Francisco and Seattle.
Daniel Schley serves as Foundation Source's Chairman.
Website: www.foundationsource.com
July 2009: Foundation Source Announces Debut of Foundation Source Advisors
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June 2009: Foundation Source Achieves Major Milestone in Formation of New Private Foundations
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January 2007: Foundation Source Achieves Major Milestone
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