Foundation Source Client Services
Key Features
- Dedicated Private Client Advisor provides personal assistance
- Administration specialists process grants and monitor for compliance
- Legal specialists monitor IRS regulations and prepare tax filings
- Grants management specialists advise on the grantmaking process
- Philanthropic advisors assist on advanced grantmaking needs
Our team of Private Client Advisors and experts is on call to provide you with the support you need to achieve your mission.
Unparalleled Support
Nothing is more fundamental to our clients’ trust and confidence than the quality of our Client Services team. Clients have access to a breadth and depth of knowledge and experience equal to that of the largest, staffed foundations. The Foundation Source Client Services team prides itself on timely, accurate responses to your needs, working with you each step of the way.
Efficient and Effective
Foundation Source Client Services provides personalized service and support by a dedicated Private Client Advisor (PCA) assigned to your foundation along with a team of senior executives with extensive knowledge and experience in foundation operations, administration and strategy. As specific needs arise, the PCA brings in internal experts with the precise skills needed. The result is a support team with knowledge about every facet of foundation administration and governance that is always ready and able to answer your questions and handle requests.