Foundation Source

The company aims to understand clients' practices and their concerns about IRS violations and legal compliance for foundation transactions.

The company provides support with tax demands for clients' private foundations.

The company's professional staff handles administrative details for family foundations, reducing family offices' administrative burden and risk exposure.

The company provides foundation management services that integrate technology with advice and client services.

Private foundations are set up to exist in perpetuity, giving maximum control and flexibility to philanthropists to effect change and build a lasting legacy.

The company provides educational content and research to support giving.

Stories of inspired giving by strategic and entrepreneurial philanthropists.

Inspirational podcasts about charitable giving and social impact, with multi-generational philanthropists, non-profit sector professionals and policy makers.

Media coverages and press releases on philanthropic innovation and private foundation best practices.

Executive and business development leaders in philanthropy, grants management, foundation management, family legacy planning.

As the Sr. VP of People and Talent, Christina Owczarski is responsible for leading all aspects of people operations and strategy from recruitment, development, and diversity and inclusion to engagement and total rewards, ensuring a healthy company culture.

Erin Harrigan is Chief Financial Officer for Foundation Source, where she oversees financial planning, performance reporting, risk management and guides the finance and accounting teams.

Gillian Howell leads a team of specialists as they help individuals, families and companies achieve their charitable objectives with greater efficiency and effectiveness.

Foundation Source is the leading provider of enterprise-caliber and technology-led charitable giving solutions.

The company collaborates with philanthropic firms that offer opportunities to provide support.

The page addresses starting a foundation, outsourcing foundation administration, and solutions for philanthropic clients.

Foundation Source is the leading provider of enterprise-caliber software, administration, and professional services for private foundations, donor-advised-funds, and charitable trusts.

The company's cookie policy explains its cookie use, cookie types, information collected through cookies, how that information is used, and how to control cookie preferences.

Foundation Source's privacy notice describes its information and dissemination practices and policies for its website.

The page states that users may not use the site for unlawful purposes or purposes not approved by Foundation Source.

This Vendor Code of Conduct (“COC”) outlines the expectations by Foundation Source of vendors and other third-party resources performing services to or on behalf of Foundation Source (“Vendors”).

Foundation Source appoints Manu Sood as chief technology officer and Hetal Patel as head of product to advance its Philtech platform. The appointments reflect the company’s continued investment in technology, artificial intelligence and product innovation.

Sep 2026 · Foundation SourceNews article

Foundation Source wins the Wealth Management Industry Award for Philanthropy for the third consecutive year. The award recognizes continued expansion of its integrated PhilTech platform, which helps advisors embed charitable giving into the wealth management experience.

Sep 2026 · Foundation SourceNews article

Foundation Source joins FMG Suite’s Institutional Intelligence as a premier partner, expanding advisors’ access to philanthropic expertise. The partnership brings charitable planning resources into advisors’ workflows to help deepen client relationships and support practice growth.

Aug 2026 · Foundation SourceNews article

Foundation Source expands its donor-advised fund platform with advisor-branded, multi-custodial features. The philanthropy-focused fintech’s latest partnership gives wealth managers added flexibility to provide a personalized giving experience.

Sep 2025 · InvestmentNewsNews article