Foundation Source Acquisition


Incline Equity Partners, a US based SJE Group private equity investment partner, has acquired Foundation Source; the US's largest provider of comprehensive support services to private foundations.


Based in Fairfield, CT, Foundation Source’s complete portfolio of outsourced solutions includes foundation creation, administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools.


Foundation Source is a well-respected, trusted provider that has been serving the market for nearly 20 years. The Company provides its services to more than 1,600 family, corporate, and professionally staffed foundations, of all sizes, nationwide. Foundation Source works in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families.


The SJE Group congratulates Susan Friedlander Calzone (CEO of Foundation Source), Joseph Choorapuzha, Partner with Incline, and their respective management teams.

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