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Foundation Source

Foundation Source

Foundation Source provides charitable giving technology and outsourced administration for private foundations, donor-advised funds, nonprofits, and financial institutions.

Operating headquarters
Fairfield, CT, US🇺🇸
Founded
2000
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Latest News About Foundation Source

Foundation Source Appoints New Technology and Product Leaders to Advance Philtech Platform

Foundation Source

Foundation Source Appoints New Technology and Product Leaders to Advance Philtech Platform

Appointments of Manu Sood as Chief Technology Officer and Hetal Patel as Head of Product reflect continued investment in technology, AI and...

Sep 30, 2026

Foundation Source Wins Wealth Management Industry Award for Philanthropy for Third Consecutive Year

Foundation Source

Foundation Source Wins Wealth Management Industry Award for Philanthropy for Third Consecutive Year

Award recognizes continued expansion of Foundation Source’s integrated PhilTech platform, helping advisors embed charitable giving into the...

Sep 11, 2026

Foundation Source Joins FMG Suite's Institutional Intelligence as a Premier Partner to Expand Advisors' Access to Philanthropic Expertise

Foundation Source

Foundation Source Joins FMG Suite's Institutional Intelligence as a Premier Partner to Expand Advisors' Access to Philanthropic Expertise

Partnership brings charitable planning resources into advisors’ workflows to help deepen client relationships and support practice growth

Aug 18, 2026

Foundation Source expands DAF platform with advisor-branded, multi-custodial features

InvestmentNews

Foundation Source expands DAF 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 23, 2025

Foundation Source Acquires Pacific Foundation Services, Solidifying Position as Leading Provider of Philanthropic Solutions

Foundation Source

Foundation Source Acquires Pacific Foundation Services, Solidifying Position as Leading Provider of Philanthropic Solutions

Transaction deepens foundation management services and increases charitable assets under administration to $40 billion

Jun 25, 2025

Foundation Source bolsters philanthropy platform with acquisition of West Coast firm

InvestmentNews

Foundation Source bolsters philanthropy platform with acquisition of West Coast firm

The transaction significantly expands the firm's reach and capabilities.

Jun 25, 2025