Environment, Social and Governance (ESG) administration through our affiliate, Foundation Source Philanthropic Services, Inc.
Cáritas partners with professionals who take care of financial management, governance, and compliance, and function as your foundation’s back office so you can pursue your philanthropic mission without worry. We keep the big picture in mind, anticipate needs, and actively manage day-to-day tasks to ensure your foundation runs smoothly and effectively, coupling with Foundation Source Philanthropic Services, the country’s largest Private Foundation administrator. Foundation Source’s finance and accounting team has deep experience in foundation administration, from the C-suite to daily bookkeeping, and they’ve designed systems and processes specifically for private foundations. They handle all aspects of financial reporting and ensure your foundation is up to date with all state and federal rules and regulations governing 501(c)3 nonprofits. (Fees for these services are separate from those charged by Cáritas. We are a referral company to Foundation Source Philanthropic Services; their fee is 0.08% charged annually on the value of your assets. There is no fee charged unless you choose to use their services, which is at your discretion).