For the first time in 15 years there were no self-made billionaires on the Forbes 30-under-30 list. Could this be a signal that the great wealth transfer has already begun?
Foundation Source
Financial Services
Fairfield, CT 5,969 followers
We empower people and companies to create a better world through philanthropy.
About us
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. Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.
- Website
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http://www.foundationsource.com
External link for Foundation Source
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Fairfield, CT
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Private Foundations, Foundations, Philanthropic Advisory, Foundation Administration, Philanthropy Technology, Grantmaking Software, Grants Management, Philanthropy, Charitable Giving, Foundation Support Services, Purpose Built Technology, Fintech, Wealth Management Strategy, Tax Benefits, Philanthropic Expertise, Innovative Technology, Technology, Starting a Foundation, Foundation Management, and Grants Management Software
Products
![Click here to view Impactfully]()
Impactfully
Grant Management Software
Maximize your philanthropy with a management platform and easy-to-use app that are built on proprietary workflows developed and perfected over 20+ years by the leading provider of support services to private foundations.
Locations
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Primary
Get directions
55 Walls Drive
Fairfield, CT 06824, US
Employees at Foundation Source
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Sunil Garga
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Joseph Mrak
High Growth CEO, Board Member and Private Investor
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Steve Aponte, Jr
Product Executive & Leader | Chief Product Officer | Entrepreneur | Startup to Enterprise | Passionate about building products people love! Also love…
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Christina Owczarski
Empowering dynamic workplace cultures for collective growth
Updates
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Are you considering making a donation? Experts including Elizabeth Wong, head of philanthropic advisory services, share what you need to know before and after writing that check in this Crain Currency article: https://hubs.li/Q02FWCcM0
What donors need to know before — and after — writing that check
craincurrency.com
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We’re excited to see you at Opal Group's Family Office and Private Wealth Management Forum 2024 in Newport, RI in 2 weeks! Stop by our booth to meet the team and learn how we can partner with you. Learn more >> https://hubs.li/Q02FKtST0 #wealthmanagement #familyoffice #philtech
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It’s #FeaturedFriday! In this edition, we’re excited to feature Ryan Baird, our marketing operations specialist who is celebrating two years at Foundation Source today! Read here >> https://hubs.li/Q02Fsxvg0 #FoundationSourceLife #employeespotlight #careers
Featured Friday: Meet Ryan Baird
https://foundationsource.com
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Happy 4th of July! We hope everyone has a fun and safe celebration today! 🎆 #IndependenceDay #July4th
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Our offices are closed this afternoon to give our employees some extra time to celebrate the 4th of July! 🇺🇸 #IndependenceDay #July4th
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We have some exciting news! We are now offering website services for private foundations so you can share your values and reach your mission with a cost-effective, customized website! 🤝💻 "We continue to seek new opportunities to leverage #PhilTech throughout the charitable giving cycle while simplifying the legwork for our clients so they can focus on what is most important to them: their missions" - Joseph Mrak, CEO Learn more >> https://hubs.li/Q02F3-dG0 #philanthropytechnology #techforgood #privatefoundations
Foundation Source Introduces Managed Website Services to Help Private Foundations Optimize Digital Presence
https://foundationsource.com
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When helping HNW and UHNW clients formalize their giving strategies while mitigating taxes, financial planners are likely to weigh the benefits of forming private foundations versus DAFs. But why not do both? Keep reading in this Barron's article by Gillian Howell, head of client advisory solutions: https://hubs.li/Q02DYYcM0 #DAFs #privatefoundations #wealthmanagement
Should Your Client Form a Foundation, a Donor-Advised Fund, or Both?
barrons.com
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Our June Roundup is here! Check it out for the latest resources, tools, and updates from the past month.
Big Bets Beyond $$$, 2024 Best in Philanthropy, What’s Ahead for Family Foundations + More
Foundation Source on LinkedIn
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We’re excited to share that we were named the winner in the Innovative Technology Solutions category at the Wealth for Good awards ceremony last night in London! Thank you to WealthBriefing for the recognition, and to our dedicated team for helping us deliver modern, tech-enabled solutions to more than 2,000 private foundations! 🎉 Learn more >> https://hubs.li/Q02DH-Kg0 Joseph Mrak #philtech #technology #philanthropy
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