Check out our July Roundup featuring new resources, blogs and tools to help you maximize your giving. ⬇️
Foundation Source
Financial Services
Fairfield, CT 6,061 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
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
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!
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Christina Owczarski
Empowering dynamic workplace cultures for collective growth
Updates
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Happy Foundation Source Anniversary to all employees who celebrated in July! 🎉 Get to know our team ⬇ #FoundationSourceLife Linda Faria Brad Mills David Dacres Julia DeMeo, CAP® Eliza Reynolds Doreen E. Fiolek Christina Owczarski Ryan Baird James Abercrombie
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ICYMI: You’re invited to join us for an enlightening conversation with Elizabeth Wong and Miki Akimoto who will discuss family philanthropy on August 15th at 1 p.m. ET. Register here >> https://lnkd.in/eK_civZh
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Did you know you can watch our webinars on-demand? Listen to experts discuss topics like tax strategies, trends in the philanthropic landscape, maximizing your impact and more. Watch here >> https://hubs.li/Q02Jj2xL0 #philanthropy #philtech #privatefoundations
Resources
https://foundationsource.com
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We talk to hundreds of private foundations each day. Here are some of the most common topics that come up in conversation! https://hubs.li/Q02J6JxD0 Have a question about a topic we didn’t cover? Our experts can help. Contact us! #privatefoundations #philanthropy #philtech
Q&A: Experts Answer Your Most Popular Foundation Questions
https://foundationsource.com
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How do different families approach their giving? You’re invited to join us for an enlightening conversation with experts Elizabeth Wong and Miki Akimoto who will discuss the ups and downs of family giving, defining who constitutes “family” in a foundation and real-life examples of how today’s philanthropic families are navigating charitable giving. Register here >> https://hubs.li/Q02J0nws0 National Center for Family Philanthropy (NCFP) #familyphilanthropy #privatefoundations #philtech
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Sometimes there are really obvious and very simple answers. Everyone knows what planned giving is, right? Not so fast. A quick web search reveals a slippery slope into a morass of ambiguity. Find out more in the first edition of our new Planned Giving blog series! #plannedgiving #philanthropy #philtech PG Calc Craig Wruck
What Is Planned Giving?
Foundation Source on LinkedIn
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Want to stay in the know on what’s happening in the philanthropic landscape? Subscribe to the Foundation Source Blog to get our most popular content straight to your inbox! Subscribe here >> https://hubs.li/Q02HK0qJ0 #philanthropy #philtech #charitablegiving
Foundation Source Subscribe
info.foundationsource.com
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Advisors – do you want to provide your clients with more effective and impactful wealth management? 💡 Tip: Discuss the emotional and rational aspects of charitable giving. Here’s how >> https://hubs.li/Q02HxHQJ0 #philanthropy #wealthmanagement #advisors
Helping Clients Balance the Emotional and Rational Benefits of Philanthropy
https://foundationsource.com
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Do you know the answer? ✔️ Check out our infographic to find out! https://lnkd.in/ehDNt6Ri #privatefoundations #philtech #philanthropy
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