I have had a great experience with Foundation Source thus far. They have made owning a private foundation a smooth process and I do not know what I would do without them. They handle all of my needs and then some so that I can focus on our mission with our private foundation. Everytime I have a question my representive is always there to help me. Having all my reports, expenses and needs in one place simplifies everything.

Foundation Source's expert guidance and advice for our family foundation has proven invaluable from the outset as we worked to become established and to identify our mission and values. In general, foundations have a multitude of ways that they can use their resources to execute their missions from writing grants to nonprofit organizations to providing scholarship funds as well as donations to individuals in emergency situations. Foundation Source's advice has been key to being able to leverage these different tools while also staying compliant with the different state and federal guidelines. Our client advisor has consistently provided sound guidance and feedback, responding promptly and thoughtfully to any questions we may have. Additionally, Foundation Source's comprehensive suite of services serves both as a resource of best practices and as a framework for us, providing a wide range of services from researching charities to disbursing grant funds and tracking expenses as well as managing documentation and reports. Our personalized Dashboard is user-friendly putting all of our pertinent information at our fingertips. Foundation Source's assistance with the financial, legal and tax administration of our foundation allows us to focus on the people that will execute our mission.

Our excellent FS representative, Carletta Fogle.