About Foundation Source
Foundation Source is a company headquartered in Fairfield, Connecticut, that provides administration, technology and advisory services for private foundations, donor-advised funds and planned giving programs. It began in 2000 under the name Charity Planner and took the Foundation Source name in 2001. Its offerings include consulting, creation and filing of charitable vehicles, administration, technology platforms and accounting for foundations, charitable gifts and trusts. The company says it does not provide asset management or tax and legal counsel, and instead coordinates with the family advisors who do.
The company works with attorneys, wealth advisors, accountants and family offices as partners, and its staff includes in-house tax and legal specialists available for consultation. Its New York office is at 3333 New Hyde Park Road, Suite 406, New Hyde Park, NY 11042, and it also lists offices in Connecticut and California. Each client foundation receives access to Impactfully, a web-based platform for records, communication and grant tools.
| Type | Organization |
|---|---|
| New York offices | New Hyde Park |
| Website | foundationsource.com |
| Registered NY attorneys | 5 |
Organization profile based on its official website and public sources (reviewed October 30, 2026). Attorney list from the New York State Unified Court System registration data. Not affiliated with Foundation Source.
Registered attorneys
Estee Shor Currently registered Jennifer Bruckman Currently registered Jessica Macina Currently registered Jacquelyn Schwalb Currently registered Tamar Jacob DelinquentRegistration status can change at any time. Confirm any attorney's current status through the official New York Attorney Search.