Foundation Source Advisors
Key Features
- Access to a breadth and depth of knowledge and experience equal to the largest foundations.
- Enjoy complete confidence with a dedicated Private Client Advisor providing personal assistance
- Engage administration, finance, legal, tax, philanthropy and grants management specialists when you need them
- Achieve your goals for engaging board and family, and creative, impactful grantmaking with Philanthropic Advisors at the ready to help you
A full team of Private Client Advisors and experts on call to help make your foundation a Great foundation.
Unparalleled Support
With Foundation Source, you are fully staffed day one. Each foundation is supported by a dedicated Private Client Advisor along with a team of senior executives with extensive knowledge and experience in foundation administration, compliance and philanthropy gleaned from working with hundreds of foundations like yours.
We pride ourselves on providing white-glove personal service to our foundation clients—and our 95% client satisfaction rating shows that our commitment translates to a superior experience for foundations of every size.
Like Having Full-Time, Expert Staff
Personalized service and support is provided by a Private Client Advisor dedicated to helping you have a Great foundation. Your Private Client Advisor is a specialist in foundation administration and is available to assist with all of your day-to-day activities. The result: your foundation has a virtual staff to address all of its needs.
Specialized Expertise When You Need It
Maybe you would like to get more out of your foundation—more fun, more rewards, more impact—but you don’t feel that you have enough in-house horsepower or expertise to take things to the next level. Great foundations need great resources and advice that open up the amazing world of philanthropy.
Our team of accomplished senior philanthropic experts can help you achieve greater focus, engagement, impact and reward from your foundation without staffing up or building a bureaucracy. They are available by phone and in person to help on a broad range of issues. These in-house experts can help you “cut to the chase” with practical advice, cutting edge ideas and best practices from our broad base of clients.
Learn more about what our Senior Philanthropic Advisors can do for your foundation by clicking here.
Connect with Peers
Foundation Source Advisors host events throughout the year where clients share their common experiences, meet with notable philanthropists, and learn about innovative ways of giving. These events include opportunities to meet with innovative non-profit leaders in the US and overseas.
