Foundation Source Reviews & Product Details

Foundation Source ensures our compliance wtih Federal, State and Municipal laws and regulations. I have the utmost confidence in our team and their concern for our Foundation. I regularly connect with our team to bounce ideas off of them as well as seek their guidence on projects we are considering funding. The level of customer support provided to us from Foundation Source is unmatched. Review collected by and hosted on G2.com.

I truly cannot think of something about our relationship with Foundation Source that could use improvement. A service that is not provided but could be added would be a financial interface to produce profit/loss statement and a balance sheet. Review collected by and hosted on G2.com.

Foundation Source is appreciated for its commitment to simplifying foundation management while enhancing effectiveness and compliance, allowing foundations to focus more on their philanthropic goals. Review collected by and hosted on G2.com.

Depending on the size and needs of the foundation, the level of personalized service and responsiveness from Foundation Source staff may vary. Some users may desire more proactive and personalized support. Review collected by and hosted on G2.com.

Social reach and impact the vision of the foundation is clear with all the eye for details solution Review collected by and hosted on G2.com.

I haven't seen any negative about the foundation since they are working it's always put people opinion first Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Thus far, we have been very happy with Foundation Source. Review collected by and hosted on G2.com.

Foundation Source has been extremely helpful with our family foundation's diligence of nonprofit organizations. They've provided research assistance and confirmation of tax compliance to protect against any unwanted penalties, and they have done a superb job with our annual tax filings. I couldn't be happier with the level of customer service our account representative has provided. She makes it feel like she works solely for our family because she's not only available when we need her, but she has an understanding of our priority causes and inner-working. I highly recommend Foundation Source to others hoping to move from decades-old spreadsheets and checkbooks to a more sophisticated, yet still very user-friendly, digital platform with a knowledgeable team available to assist on a daily basis. Review collected by and hosted on G2.com.

I can't think of any downsides to using Foundation Source. Our family foundation has only benefitted from our engagement. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I do not have one compliant with Foundation Source. Review collected by and hosted on G2.com.

Number of Features

Ease of Use

Customer Support Review collected by and hosted on G2.com.

Nothing to dislike! Foundation Source is the best! Review collected by and hosted on G2.com.

Our excellent FS representative, Carletta Fogle. Review collected by and hosted on G2.com.

"Upgrades" to the system that aren't as easy to use as those previously being used, nor explained fully beforehand. Review collected by and hosted on G2.com.