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Foundation Source Philanthropic Advisors

Key Features

  • World-class team of philanthropic advisors
  • Deep experience advising hundreds of family foundations
  • Detailed understanding of your foundation
  • Customized solutions

Award winning philanthropic expertise, always ready to help you increase your impact, improve operations and engage family or board members to create a Great foundation.

Our team of accomplished, senior philanthropic advisors has developed their expertise through daily interaction with the issues faced by today’s most dynamic foundations.  They can share cutting-edge ideas, examples and best practices gleaned from our broad base of over 900 clients. 

Increase Philanthropic Impact

Many donors and families want to get more out of their foundations—more fun, more satisfaction, more impact—but don’t feel they have enough time or capacity to achieve breakthrough performance.

Foundation Source Philanthropic Advisors is an optional Advanced Service developed specifically to help clients with the substance of their philanthropy, complementing the back-office and administrative support that Foundation Source also provides. Foundation Source Philanthropic Advisors are more than consultants.  They cultivate deep relationships with our clients through ongoing interaction.  Because they are always available, they can go beyond the delivery of a report or plan to assist with actual implementation.

Advanced Support When You Need It

Foundations evolve incrementally, meeting challenges as they arise.  Foundation Source Philanthropic Advisors are with you for the long haul, ready to assist you when you need it.   They have the knowledge and the experience you need to identify the key issues, engage the right people and information, and make timely decisions-- all focused on helping you have a Great foundation. 

Cutting to the Chase

Foundation Source Philanthropic Advisors offer quick, practical advice on the spot for those who don’t have time, bandwidth, overhead, or “process tolerance” for traditional consulting engagements. Clients don’t need to waste time educating us from scratch. We already know their foundation, its people, activities and operations and can bring to bear other Foundation Source services to help convert their plans to action.

Customized Assistance for You

Foundation Source Philanthropic Advisors provide right-sized support tailored to your needs, rather than one-size-fits-all consulting.  These internal experts can answer a quick question on the phone, organize and facilitate a meeting to address an important issue, build consensus to support decisions at a major turning-point, or consult with you around a specific need.  They do these assignments quickly and cost effectively to accelerate decision making and implementation.

  • Advanced Services

Next Steps

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