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Foundation Source Tech Stack

Foundation administration and grantmaking software for private foundations

Financial Services Fairfield, CT 201–500 employees Founded 2001 Privately Held

Foundation Source operates a SaaS platform for private foundation management, built on a .NET/React stack with Salesforce, Retool, and MySQL. The company manages compliance and operational friction at scale—their pain-point list centers on data integrity, high-volume grant processing, and legal reporting—and their project mix (DAF solutions, planned giving campaigns, workflow automation) reflects a shift toward embedding advisory services deeper into the product. The hiring cadence remains steady, with engineering roles split across mid and senior levels, suggesting incremental platform investment rather than architectural overhaul.

Tech Stack 16 technologies

Core StackIntercom Retool Salesforce Jira C# React MySQL Jenkins Docker PayPal Excel Adobe Acrobat Drupal ASP.NET Core Octopus Deploy Git

What Foundation Source Is Building

Challenges

  • Reducing downstream risk
  • Maintaining data integrity
  • High-volume grant processing
  • Ensuring compliance with legal reporting
  • Managing complex foundation relationships
  • Complex philanthropic goals
  • Complex multi-party initiatives

Active Projects

  • Develop training guides
  • Evaluate existing workflows
  • Customizing impactfully platform
  • Workflow improvement initiatives
  • Client onboarding program
  • Daf solution design & strategic sales support
  • Recoverable grants partnership model
  • Planned giving marketing plans
  • Multi-channel campaign execution

Hiring Activity

Steady7 roles · 3 in 30d

Department

Engineering
2
Marketing
1
Ops
1
Sales
1
Support
1

Seniority

Mid
2
Senior
2
Director
1
Junior
1
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About Foundation Source

Foundation Source provides administration, compliance, and advisory software to private foundations. The platform serves as a central hub for foundation operations: grantmaking workflows, legal reporting, donor-advised fund (DAF) management, and planned giving. They support over 2,000 foundations and have facilitated over $10 billion in charitable distributions since founding in 2001. The company operates a SaaS model with configurable modules for different foundation sizes and stages, backed by a retained advisory team. Current product priorities include workflow optimization, client onboarding improvements, and expansion into DAF and recoverable grants segments.

HeadquartersFairfield, CT
Company Size201–500 employees
Founded2001
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Foundation Source use?

C#, ASP.NET Core, React, MySQL, Salesforce, Retool, Jenkins, Docker, Git, Jira, Intercom, PayPal, Adobe Acrobat, and Drupal.

How many foundations does Foundation Source manage?

Over 2,000 unique foundations, with facilitated charitable aid exceeding $10 billion.

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