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FOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PRIVATE FOUNDATION PLANNING GUIDE Private Foundation Planning Guide. This guide will help you identify client scenarios where a private foundation may be the right solution for your clients’ planning needs. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice. EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. FOUNDATION SOURCE ANNOUNCES ACQUISITION BY INCLINE EQUITY Foundation Source Announces Acquisition by Incline Equity Partners. Date: January, 2020 Categories: Press Releases FAIRFIELD, Conn., Jan. 28, 2020 – Foundation Source, the nation’s largest provider of comprehensive support services to private foundations, today announces its acquisition by Incline Equity Partners (“Incline”).Lincoln International served as Foundation Source’sFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PRIVATE FOUNDATION PLANNING GUIDE Private Foundation Planning Guide. This guide will help you identify client scenarios where a private foundation may be the right solution for your clients’ planning needs. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice. EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. FOUNDATION SOURCE ANNOUNCES ACQUISITION BY INCLINE EQUITY Foundation Source Announces Acquisition by Incline Equity Partners. Date: January, 2020 Categories: Press Releases FAIRFIELD, Conn., Jan. 28, 2020 – Foundation Source, the nation’s largest provider of comprehensive support services to private foundations, today announces its acquisition by Incline Equity Partners (“Incline”).Lincoln International served as Foundation Source’s ABOUT FOUNDATION SOURCE Corporate Headquarters. 55 Walls Drive. Fairfield CT 06824. 800-839-0054. Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliancemonitoring, tax and
PRIVATE FOUNDATION NEWS FROM FOUNDATION SOURCE. Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed GIVE YOUR CHARITY SUPERPOWERS WITH THIS DUAL STRATEGY Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PRIVATE FOUNDATION PLANNING GUIDE Private Foundation Planning Guide. This guide will help you identify client scenarios where a private foundation may be the right solution for your clients’ planning needs. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice. GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant. IRS regulations require that private foundations verify the exempt status of any 501 (c) (3) public charitybefore
EXECUTIVE TEAM
Sunil Garga President and Chief Executive Officer. Sunil Garga is the President and Chief Executive Officer of Foundation Source and is responsible for the vision, strategy, and growth of the company with a goal of increasing its capabilities for private foundations and the broader philanthropic community. CREATING A MISSION STATEMENT Our answer: yes, but not necessarily right away. Does a foundation have to have a mission statement? The IRS requires that private foundations have a statement specifying the organization’s charitable intent in its incorporating documents. To fulfill this mandate, many foundations adopt the broad statutory language that defines all nonprofits DONATING REAL ESTATE TO A PRIVATE FOUNDATION Donating Real Estate When It Makes Sense for Both Donor and Foundation. It is often assumed that donations of real estate to private foundations aren’t ideal because charitable deductions for such donations are typically limited to the lesser of the donor’s cost basis and the fair market value. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage in JOB TITLE: CLIENT SERVICES ASSOCIATE Physical Demands and Work Environment: • In order to perform successfully the essential functions of this position, an employee must generally be able to do theFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEFLIST OF PRIVATE FOUNDATION GRANTSGRANTS FROM PRIVATE FOUNDATIONSPRIVATE DONATIONS TOINDIVIDUALS
Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant. IRS regulations require that private foundations verify the exempt status of any 501 (c) (3) public charitybefore
EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage inFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEFLIST OF PRIVATE FOUNDATION GRANTSGRANTS FROM PRIVATE FOUNDATIONSPRIVATE DONATIONS TOINDIVIDUALS
Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant. IRS regulations require that private foundations verify the exempt status of any 501 (c) (3) public charitybefore
EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. ABOUT FOUNDATION SOURCE Corporate Headquarters. 55 Walls Drive. Fairfield CT 06824. 800-839-0054. Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliancemonitoring, tax and
FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PFS AND DAFS REGIONAL WEBINAR Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed CONTACT US ABOUT PRIVATE FOUNDATIONS You now have full access to all of our free content on private foundations. If you would like to speak with someone, please call 800-839-0054. Foundation Source Headquarters. 55 Walls Drive,Fairfield CT 06824.
PRIVATE FOUNDATION NEWS FROM FOUNDATION SOURCE. Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
FOUNDATION & GRANT MANAGEMENT SOFTWARE Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
EXECUTIVE TEAM
Sunil Garga President and Chief Executive Officer. Sunil Garga is the President and Chief Executive Officer of Foundation Source and is responsible for the vision, strategy, and growth of the company with a goal of increasing its capabilities for private foundations and the broader philanthropic community. DONATING REAL ESTATE TO A PRIVATE FOUNDATION Donating Real Estate When It Makes Sense for Both Donor and Foundation. It is often assumed that donations of real estate to private foundations aren’t ideal because charitable deductions for such donations are typically limited to the lesser of the donor’s cost basis and the fair market value. FOUNDATIONSOURCE.COM BEGIN:VCARD VERSION:3.0 CLASS:PUBLIC PROFILE:VCARD PRODID:-//vCard from Foundation Source//NONSGML Version 1//ENREV:2021-06-07 14:06:00N;CHARSET=UTF-8
FOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEFLIST OF PRIVATE FOUNDATION GRANTSGRANTS FROM PRIVATE FOUNDATIONSPRIVATE DONATIONS TOINDIVIDUALS
Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant. IRS regulations require that private foundations verify the exempt status of any 501 (c) (3) public charitybefore
EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage inFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Provide loans that are repaid to the foundation. Set up scholarship and award programs, and choose the recipients. Grant directly to international organizations. Provide funds to for-profit companies, as long as they’re used for a charitable purpose. Run its own charitable programs, such FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEFLIST OF PRIVATE FOUNDATION GRANTSGRANTS FROM PRIVATE FOUNDATIONSPRIVATE DONATIONS TOINDIVIDUALS
Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. FOUNDATION SOURCE REQUESTS Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS exempt status of any public charity before making a grant. IRS regulations require that private foundations verify the exempt status of any 501 (c) (3) public charitybefore
EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage in ABOUT FOUNDATION SOURCE Corporate Headquarters. 55 Walls Drive. Fairfield CT 06824. 800-839-0054. Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. Our services include administrative support, active compliancemonitoring, tax and
FAQS ABOUT PRIVATE FOUNDATIONS Technically, a private foundation is a not-for-profit entity that is controlled by, and receives most of its funding from, a single individual, family, or business. It is organized exclusively for charitable, educational, religious, scientific, or literary purposes under Section 501 (c) (3) of the Internal Revenue Code. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PFS AND DAFS REGIONAL WEBINAR Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed CONTACT US ABOUT PRIVATE FOUNDATIONS You now have full access to all of our free content on private foundations. If you would like to speak with someone, please call 800-839-0054. Foundation Source Headquarters. 55 Walls Drive,Fairfield CT 06824.
PRIVATE FOUNDATION NEWS FROM FOUNDATION SOURCE. Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
FOUNDATION & GRANT MANAGEMENT SOFTWARE Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
EXECUTIVE TEAM
Sunil Garga President and Chief Executive Officer. Sunil Garga is the President and Chief Executive Officer of Foundation Source and is responsible for the vision, strategy, and growth of the company with a goal of increasing its capabilities for private foundations and the broader philanthropic community. DONATING REAL ESTATE TO A PRIVATE FOUNDATION Donating Real Estate When It Makes Sense for Both Donor and Foundation. It is often assumed that donations of real estate to private foundations aren’t ideal because charitable deductions for such donations are typically limited to the lesser of the donor’s cost basis and the fair market value. FOUNDATIONSOURCE.COM BEGIN:VCARD VERSION:3.0 CLASS:PUBLIC PROFILE:VCARD PRODID:-//vCard from Foundation Source//NONSGML Version 1//ENREV:2021-06-07 14:06:00N;CHARSET=UTF-8
FOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. HOW TO START & SET UP A FOUNDATION Funding and Investment Options. Private Foundations are typically funded by a single individual, family, or business. They can be funded with, and continue to hold, a wide variety of assets. GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS FAQS ABOUT PRIVATE FOUNDATIONS At the most basic level, a donor-advised fund is a giving account held within a public charity. The donor makes irrevocable contributions to the public charity that administers the account, and they then may recommend (hence “donor-advised”) how those funds are invested and granted out to public charities. SETTING UP A PRIVATE FOUNDATIONFAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. WHAT IS A FOUNDATION? DEFINITIONS, TYPES & RULESSEE MORE ON FOUNDATIONSOURCE.COM PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage inFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. HOW TO START & SET UP A FOUNDATION Funding and Investment Options. Private Foundations are typically funded by a single individual, family, or business. They can be funded with, and continue to hold, a wide variety of assets. GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS FAQS ABOUT PRIVATE FOUNDATIONS At the most basic level, a donor-advised fund is a giving account held within a public charity. The donor makes irrevocable contributions to the public charity that administers the account, and they then may recommend (hence “donor-advised”) how those funds are invested and granted out to public charities. SETTING UP A PRIVATE FOUNDATIONFAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. WHAT IS A FOUNDATION? DEFINITIONS, TYPES & RULESSEE MORE ON FOUNDATIONSOURCE.COM PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage in ABOUT FOUNDATION SOURCE MAKING MORE FOUNDATIONS GREAT FOUNDATIONS™ Corporate Headquarters 55 Walls Drive Fairfield CT 06824 800-839-0054 . Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to FOUNDATION & GRANT MANAGEMENT SOFTWARE Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PRIVATE FOUNDATION NEWS FROM FOUNDATION SOURCE. Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
ATTORNEYS - FOUNDATION SOURCE Foundation Source Services. Administrative Support. Our professional staff handles the details that keep your clients’ foundations running smoothly, so they can focus on their philanthropic goals.EXECUTIVE TEAM
Sunil Garga President and Chief Executive Officer. Sunil Garga is the President and Chief Executive Officer of Foundation Source and is responsible for the vision, strategy, and growth of the company with a goal of increasing its capabilities for private foundations and the broader philanthropic community. CONTACT US ABOUT PRIVATE FOUNDATIONS Are you a prospective donor, financial advisor, or philanthropist? Contact Foundation Source today to learn about private foundations. PFS AND DAFS REGIONAL WEBINAR Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed CORPORATE PHILANTHROPY ADMINISTRATION Services for Corporate Foundations and Giving Programs. Our comprehensive services include: ADMINISTRATIVE SUPPORT. We serve as your virtual staff, providing outsourced support for your corporatephilanthropy.
FOUNDATIONSOURCE.COM BEGIN:VCARD VERSION:3.0 CLASS:PUBLIC PROFILE:VCARD PRODID:-//vCard from Foundation Source//NONSGML Version 1//ENREV:2021-06-07 14:06:00N;CHARSET=UTF-8
FOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Funding and Investment Options. Private Foundations are typically funded by a single individual, family, or business. They can be funded with, and continue to hold, a wide variety of assets. FAQS ABOUT PRIVATE FOUNDATIONS At the most basic level, a donor-advised fund is a giving account held within a public charity. The donor makes irrevocable contributions to the public charity that administers the account, and they then may recommend (hence “donor-advised”) how those funds are invested and granted out to public charities.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. SETTING UP A PRIVATE FOUNDATION GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS WHAT IS A FOUNDATION? DEFINITIONS, TYPES & RULESSEE MORE ON FOUNDATIONSOURCE.COM EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage inFOUNDATION SOURCE
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Learn more about our unparalleled knowledge and expertise. HOW TO START & SET UP A FOUNDATION Funding and Investment Options. Private Foundations are typically funded by a single individual, family, or business. They can be funded with, and continue to hold, a wide variety of assets. FAQS ABOUT PRIVATE FOUNDATIONS At the most basic level, a donor-advised fund is a giving account held within a public charity. The donor makes irrevocable contributions to the public charity that administers the account, and they then may recommend (hence “donor-advised”) how those funds are invested and granted out to public charities.FAMILY OFFICES
Benefits of Working with Foundation Source. Foundation Source is a decades-old, third-party administrator for private foundations. By partnering with us, your family office gets a robust platform for managing the family’s foundation without hiring additional staff or building infrastructure. GRANTS TO INDIVIDUALS Grants to Individuals Using a Private Foundation to Give Directly to People in Need. Although private foundations routinely grant to charities and other nonprofit organizations, many philanthropically inclined individuals don’t realize that foundations may also make grants to individuals. SETTING UP A PRIVATE FOUNDATION GRANTSAFE - 501C3 LOOKUP & SEARCH GrantSafe’s proprietary technology. GrantSafe is a free online 501c3 lookup service specifically for private foundations that lets you quickly and easily confirm the IRS WHAT IS A FOUNDATION? DEFINITIONS, TYPES & RULESSEE MORE ON FOUNDATIONSOURCE.COM EXCESS BUSINESS HOLDINGS FOR PRIVATE Background, Definitions and Rules for Excess Business Holdings. To prevent a private foundation and its insiders from being able to control a business enterprise, the IRS limits the amount of stock the foundation and its disqualified persons can hold, to prevent what is known as excess business holdings. PROGRAM-RELATED EQUITY INVESTMENTS Classically, a private foundation makes investments to increase or maintain the size of its endowment and to generate income so that it may make grants and otherwise engage in FOUNDATION SOURCE ONLINE Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
GETTING STARTED WITH YOUR FOUNDATION Getting Started with Your Foundation Governance and Policies. Although private foundations are considered the most flexible of all charitablevehicles, they
ABOUT FOUNDATION SOURCE MAKING MORE FOUNDATIONS GREAT FOUNDATIONS™ Corporate Headquarters 55 Walls Drive Fairfield CT 06824 800-839-0054 . Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to CHARITABLE PLANNING 101 Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed CONTACT US ABOUT PRIVATE FOUNDATIONS Are you a prospective donor, financial advisor, or philanthropist? Contact Foundation Source today to learn about private foundations. APPLICATIONS FOR PRIVATE FOUNDATION DISASTER RELIEF Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
PRIVATE FOUNDATION NEWS FROM FOUNDATION SOURCE. Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
FOUNDATION & GRANT MANAGEMENT SOFTWARE Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
CORPORATE PHILANTHROPY ADMINISTRATION Services for Corporate Foundations and Giving Programs. Our comprehensive services include: ADMINISTRATIVE SUPPORT. We serve as your virtual staff, providing outsourced support for your corporatephilanthropy.
THE NEXT SILICON VALLEY MUST HAVE? A PRIVATE FOUNDATION Foundation Source is the nation’s largest provider of management solutions for private foundations, serving nearly 2,000 family, corporate, and professionally staffed foundations, of all sizes,nationwide.
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Managing Your Foundation Learn how our complete outsourced solution simplifies running your foundation. TRANSFORM EQUITY INTO PURPOSE You provide the vision; we provide everything else. Starting A Foundation Learn more about the benefits of starting aprivate foundation.
Managing Your Foundation Learn how our complete outsourced solution simplifies running your foundation.MOST RECENT
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AN AWARD-WINNING SUITE OF SERVICES FOR PRIVATE FOUNDATIONS1
ADMINISTRATIVE SERVICES Our professionals serve as your foundation’s virtual staff. We take care of the tedious, yet necessary chores that keep your foundation running smoothly, so you can focus on your philanthropy.2
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Developed specifically for the needs of private foundations, this secure, web-based console enables foundation participation from any internet-connected device and from any time zone. WHY FOUNDATION SOURCE? CLIENT SATISFACTION RATING YEARS OF EXPERIENCE HELPING FOUNDATIONS FOUNDATION PEER NETWORK OFFICES NATIONWIDE TO SERVE YOU INFORMATION FOR PROFESSIONALS AND ADVISORSWEALTH ADVISORS
We help wealth advisors serve their philanthropic clients. You manage the assets; we take care of the rest. Your clients get the full power of a private foundation, with the simplicity of a donor-advised fund.ATTORNEYS
We work with a wide range of law firms, from individual practices to large firms with entire departments devoted to exempt organizations. You’ll sleep better knowing your clients’ foundations are being professionally administered.IN THE NEWS
> Foundation Source offers one-stop shopping for anyone who wants all > the capabilities of a foundation without the hassles. > Foundation Source makes it possible for people with relatively small > amounts of money to set up a foundation. > Foundation Source is a great resource. Their technology is quite > advanced, allowing for complete management of your foundation from > the robust user portal.Previous Next
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TOUR THE CLIENT PORTAL Secure peer-to-peer network and exclusive resources. DONORS MAKING A DIFFERENCE > Initially, I resisted setting up a private foundation, but > Foundation Source has made this not only a relatively effortless > process, but also a very enjoyable one. I am grateful that > Foundation Source has served a vital role in facilitating this > Sievert family legacy. > Fred Sievert, President, The Sievert Family Foundation > Our family is grateful to work with our Private Client Advisor. He > has done a fantastic job for the John C. Griswold Family Foundation > and recently provided a very thorough presentation at our annual > meeting. He is a pleasure to work with, always answers our questions > in a timely fashion, and is well liked by our family. We are very > lucky to have both him and Foundation Source! > Jeffery Earls, President, The John C. Griswold Family FoundationClient Stories
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