Nonprofits

We support nonprofits by handling the details, allowing them to stay centered on their mission and thrive.

Save Time. Steward Donors. Support Your Mission.

Discover a Full Range of Philanthropic Solutions Purpose-Built For Nonprofits

Nonprofits juggle everything from fundraising efforts to regulatory compliance while keeping their programs running smoothly. That’s where Foundation Source comes in—providing expert support and top-tier software so you can focus more on building donor relationships and less on administrative burdens.

A Full Suite of Solutions:

Planned Giving Program

Our comprehensive set of charitable giving solutions for nonprofits is built around four core, seamlessly connected services:

Consulting: launch and strengthen your planned giving program with seasoned support, including guidance on Charitable Gift Annuity state regulations and filings, along with ongoing strategic direction.

Gift Illustrations: Attract and secure more donations with persuasive proposals: model and showcase planned gifts, and generate tailored gift agreements and proposals.

Gift Administration: Comprehensive outsourced solutions for managing gifts, sub-accounting, and compliance, or take full control of your gift and bequest programs with our secure, industry-leading software.

Marketing: Reach and connect with more donors through powerful, expertly crafted creative and content that elevate your brand and mission, including websites, direct mail, email campaigns, surveys, social media, collateral, and more.

Where Exceptional Planned Giving Services Align With Cutting-Edge Technology

Combining extensive expertise with a wealth of educational resources, our team offers guidance and support at every stage. You’ll also gain access to modern, purpose-built applications designed to streamline planned giving fundraising and the operational needs of your finance office across your entire planned giving program.

Get To Know Our Planned Giving Programs >

Endowment Sub-Accounting

Get streamlined, reliable multilevel sub-accounting designed specifically for nonprofits. This approach is essential for organizations that pool gifts within endowments for investment, or consolidate funds across chapters and affiliates, while still keeping precise records of each individual gift or fund for accounting and donor reporting. Our outsourced solution removes the burden of report creation, giving you more time to focus on your mission along with confidence that your reports are clear, accurate, and dependable.

4 Reasons To Work With Us:

You need sub-accounting for endowments that delivers greater accuracy and efficiency than relying on manual Excel-based unitization for contributions and distributions.

You need cost-effective, purpose-built software that reduces manual effort while tracking individual funds and gifts.

You need stronger customer support, along with a dedicated relationship manager who understands your needs.

You need flexible reporting that can be tailored to fit your specific requirements.

See Features & Benefits >

Philanthropic Advisory

Philanthropic Advisory Services (PAS) is our internal team of experienced specialists dedicated to helping grantmakers and grantseekers collaborate more effectively and maximize impact. With extensive expertise in philanthropic practices, they provide guidance across a wide range of areas.

Our experienced team of philanthropic advisors is here to support nonprofits by:

Gain insight into what drives your donors and their philanthropic priorities

Strengthen donor relationships to create meaningful impact

Develop programs that inspire sustained support

Customize fundraising approaches and messaging to fit your audience

Partner With Our Subject Matter Experts >

Ready to get started?

CONTACT US
Foundation Copilot empowers individuals and companies to make a lasting impact through philanthropy. Our innovative technology, paired with philanthropic expertise, helps support and strengthen charitable organizations.
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