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Testimonial

Foundation Source Video Testimonials

Submitted by jbuck on November 15, 2010 - 7:36am

When great philanthropists team up with us, amazing things happen.

No one understands the Foundation Source difference better than the donors who have experienced it firsthand. In their own words, four philanthropists on what’s possible when you combine their good work with our legwork.

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Morgan Stanley Private Wealth Management

Submitted by jbuck on July 29, 2010 - 5:59am
John Sargent, Senior Vice President

"Philanthropy is a unique aspect of my business development at Morgan Stanley. I use philanthropy to deepen my relationships with clients.

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Sylvan/Laureate Foundation

Submitted by jharris on December 24, 2009 - 6:37am
Carol Maivelett, Administrator

“Since we are a one-staff foundation, Foundation Source has been instrumental in allowing me the freedom to focus on what is most important about having a foundation–and that is interacting with our grantees, listening to their hopes and dreams and then making those dreams a reality.

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Duane Reade Charitable Foundation

Submitted by jharris on December 24, 2009 - 6:36am
Jim Scarfone, SVP Human Resources and Administration

“Starting a corporate foundation was a big decision and move for us, particularly since we had no knowledge base in this area. Foundation Source made this transition in our charitable giving extremely easy.

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Clark Nuber

Submitted by jharris on December 24, 2009 - 6:35am
Jane Searing, CPA, MS, Shareholder

“Our partnership with Foundation Source enables our clients to more efficiently manage their private foundations on a day-to-day basis wherever they may be. Foundation Source also provides the peace of mind that comes from knowing that experts in private foundation rules and regulations are monitoring foundation activities on a daily basis to ensure compliance.”

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Dan Bakinowski

Submitted by jharris on December 24, 2009 - 6:32am
Counselor at Law, Lincoln, MA

“Foundation Source allows my clients to find more joy and a greater sense of peace in their philanthropic work. Foundation Source handles the often confusing ‘adminis-trivia’ of grantmaking, so trustees can devote their time and talents to evaluating grants and deciding which charities to support.

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Ensemble Capital Management, LLC

Submitted by jharris on December 24, 2009 - 6:30am
Sean Stannard-Stockton, CFA, CAP

“Foundation Source has pioneered new ways of administering foundations. It is the flagship of our philanthropic offering and helps us acquire new clients. Foundation Source offers an infrastructure and online capabilities that other foundation management firms can’t match.

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Atlantic Trust Private Wealth Management

Submitted by jharris on December 24, 2009 - 6:29am
Julia M. Beisel, Vice President, Private Wealth

“Foundation Source allows us to focus on key client issues as a financial advisor. They have far exceeded our expectations.
They are responsive and take all the problems and difficulties out of administering a foundation.”

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Don and Roy Splawn Charitable Foundation West

Submitted by jharris on December 24, 2009 - 6:26am
Molly Seeman, Foundation Administrator

“Foundation Source helped us rethink our entire application process and set up a new, online system for us, providing a great benefit for the Splawn Foundation and for the applicants. The web site that Foundation Source created makes it easier for us to organize, track and review the student applications.

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Murphy Family Foundation

Submitted by jharris on December 24, 2009 - 6:25am
Karen Powers, Foundation Administrator

“Foundation Source has introduced the Murphy Family Foundation to a totally modern and much faster way of working by receiving proposals online. We were up and running far more quickly than we expected. I’m always impressed by Foundation Source’s responsive service. It surprises me how far their people will go to assist us.

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