
Foundation Source provides charitable giving technology and outsourced administration for private foundations, donor-advised funds, nonprofits, and financial institutions.
foundationsource.comCrawled Oct 9, 2026
Our goal is to understand your practice and your clients who are worried about IRS violations, legal compliance for foundation transactions?
As a trusted CPA, we bring a sign of relief when thinking about the tax demands for your clients’ private foundations.
Our professional staff handles the details that keep the family's foundation running smoothly, relieving the family office of the administrative burden while mitigating risk exposure.
Modern foundation management services, integrating cutting-edge technology with time-tested, expert 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.
Educational content and research to amplify your 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.
Work at Foundation Source and help philanthropists make a difference. Join our team.
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.
Commitment level collaboration with firms that are active in philanthropy and offer a variety of opportunities to lend our support.
Want to start a foundation? Thinking about outsourcing your foundation administration? Need solutions for a philanthropic client? Reach out.
Foundation Source is the leading provider of enterprise-caliber software, administration, and professional services for private foundations, donor-advised-funds, and charitable trusts.
This Cookie Policy explains what cookies are and how we use them, the types of cookies we use, the information we collect using cookies and how that information is used and how to control the cookie preferences.
This Privacy Notice is to inform you of our information and dissemination practices and policy for the Foundation Source web site.
You may not use the Site for any unlawful purpose or any purpose not approved by Foundation Source, please check back often.
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