Foundation Source

Empowering 21st Century Private Philanthropists

Foundation Source is the nation's largest provider of support services for private foundations. Today, the company manages and advises more than 1,000 private foundations nationwide, ranging from $250,000 to $250 million in assets. Foundation Source's full range of back-office, online and support services allows donors and their families to focus more on mission, strategy and family priorities and less on administration and compliance tasks. The result: better run foundations with greater social impact.

Foundation Source provides its services in partnership with the nation's leading private wealth management firms, trust and estate attorneys and CPAs. Foundation Source strategic alliances include: UBS, Morgan Stanley Smith Barney, Fidelity Investments, JP Morgan, Northern Trust, Atlantic Trust and others. The company is headquartered in Fairfield, CT with regional offices in Atlanta, Boston, Chicago, Dallas, Denver, Long Island, Los Angeles, New York City, Philadelphia, Salt Lake City, San Francisco, Seattle and South Florida.

Dan Schley serves as Foundation Source's Chairman of the Board.

Website: www.foundationsource.com



February 21, 2012: Foundation Source Private Foundation Index
Foundation Source, the nation's largest provider of management and advisory services for private foundations, today released preliminary findings on 2011 U.S. private foundation activity.
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October 11, 2011: GrantSafe
Foundation Source, the nation's largest provider of outsourced support services for private foundations, announced the launch of GrantSafetm, a free online service that lets private foundations quickly and easily confirm the IRS...
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July 13, 2011: FS Hires King McGlaughon as CEO
Foundation Source, the nation's leading provider of support services for private foundations, announced today that H. King McGlaughon has been named chief executive officer, effective August 1, 2011.
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