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Submitted by dschreck on December 23, 2009 - 7:16pm

The 29th Annual Kansas City Estate Planning Symposium

April 29-30, 2010
Overland Park, Kansas

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Earthquake Relief in Chile
Foundation Source Recommendations for Charities

Once again, our clients have turned to Foundation Source to assist them with selecting reputable and effective charities to donate to in order to assist those suffering as a result of the recent 8.8 magnitude earthquake in Chile. We continue to base our selections on an objective set of criteria (see below) that we used to analyze 22 organizations involved in disaster relief and derive our final list of six. Our clients can be assured that these organizations will make swift, effective use of donations.

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Earthquake Relief in Haiti
Recommendations for Charities

Our clients have turned to Foundation Source to assist them with selecting reputable and effective charities to donate to in order to assist those suffering as a result of the recent devastating earthquake in Haiti. We have based our selections on an objective set of criteria (see below) that we used to analyze 22 organizations involved in disaster relief and derive our final list of six. Our clients can be assured that these organizations will make swift, effective use of donations.

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2010 Financial Planning Association Connecticut State Conference
April 21, 2010
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The Gift Planning Council of New Jersey 2010 Annual Conference
Explorations: The New World Order in Gift Planning

April 22, 2010

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Milken Institute Global Conference 2010
April 26-28, 2010
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Philadelphia Estate Planning Council Annual Meeting
May 10, 2010
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Transcript of Webinar: "Beyond the Hype: Private Foundations vs. Donor Advised Funds"
Featuring Andrew Bangser and Page Snow

December 1 and December 3, 2009

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Submitted by dschreck on December 23, 2009 - 7:17pm

Foundation Source Marks Growth in 2009; Sees More Private Foundations Formed and Grants Made Despite Recession
Foundation Source reports that its assets under administration topped $4 billion among more than 800 private foundation clients
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Foundation Source Webinar to Examine Choices between Private Foundations and Donor-advised Funds
Open forum will review the merits of different frameworks for attorneys, wealth advisors and family donors interested in assessing the best charitable vehicle.
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Foundation Source Selected by Hines & Warner Wealth Management to Provide Philanthropy Services for Select Clients
November 16, 2009 - Nation's Leading Provider of Support Services for Private Foundations Partners with Innovative Northwest Investment Advisory Firm
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Foundation Source Advisors Announces Additions to its Leadership Team
July 29, 2009 - Martha Campbell Named Philanthropic Director, Western Region; Robert Burakoff Named Senior Advisor
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Foundation Source Announces Debut of Foundation Source Advisors
July 7, 2009 - Major initiative provides a broader range of consulting services for family foundations seeking to make their philanthropy more effective, more creative and more rewarding.
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Foundation Source Names Andrew C. Bangser President
June 10, 2009 - Formerly the company's Chief Operating Officer, Mr. Bangser has been serving in a senior leadership role with the company since September, 2001
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Foundation Source Launches Mortgage Assistance Program; Enables Private Foundations to Issue No-Interest Loans to Families in Need
May 5, 2009 - First-of-its-kind program extends the scope of private foundation philanthropy by providing immediate financial assistance to families in danger of foreclosure.
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UBS and Foundation Source Enter into Strategic Agreement to Provide Customized Private Foundation Services for UBS Clients
April 21, 2009 - Expands UBS's U.S. Philanthropic Offering with Comprehensive Solution For Private Foundation Administration, Compliance Monitoring and Grantmaking
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Second Annual Study Confirms Lower Operating Costs for Private Foundations that Outsource Administration
November 18, 2008 - Industry-Wide Cost Savings of More Than $800 Million Feasible Through Use of Outsourced Administrative Services
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Foundation Source Tax and Legal Affairs Division Moves to New, Larger Office on Long Island, New York
November 5, 2008 - Move Accommodates Additions to Staff Fueled by Rapid Growth in Company Client Base and Expansion of Services Provided to Private Foundations
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Foundation Source Announces Strategy to Expand Philanthropic Services; Names Sharon Schneider Philanthropic Director for Central Region
October 14, 2008 - Additional Philanthropic Directors to be Named Shortly for Eastern and Western Regions
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Foundation Source Launches New Suite of Services for Private Foundations: Foundation Source Advanced Services
September 17, 2008 - Major Product-line Extensions of the Company's Back-office, Online and Support Services Meet the Needs of Larger, More Mature Foundations
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Foundation Source Names Page Eberstadt Snow as Chief Philanthropic Officer
September 10, 2008 - New Position Recognizes Increasing Demand Among Foundation Source Clients for Philanthropic Advisory Services and "High-Touch" Client Service
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New Operating Cost Benchmark Established for Private Foundations
September 18, 2007 - Recently completed study confirms significant reduction in operating costs for foundations outsourcing their back-office, technology and support service requirements.
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Foundation Source Named 2007 Philanthropic Group of the Year
September 11, 2007 - Prestigious High-Net-Worth Industry Award Recognizes Company Achievements in Helping Establish Strategic Philanthropy as a Core Component of The Successful Private Wealth Offering
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Submitted by dschreck on December 23, 2009 - 7:07pm

Start Your Own Charity
By Thomas M. Anderson, Kiplinger's Personal Finance magazine, September 2009
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Applying for Funding from Family Foundations: Results of a New Survey
By Page Snow, GuideStar, August, 2009
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How Do You Simplify Family Foundations?
By Kathleen M. McBride, Wealth Manager Magazine, July 9, 2009
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Five Questions with Page Snow
By Editorial Staff, Financial Planning Magazine, June 1, 2009
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Foundation Source Tracks Charitable No-Interest Loans
by Andrew Bloomenthal, Private Asset Magazine, May 19, 2009
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Charitable Choices
By Gregory Bresiger, Private Wealth, May 5, 2009
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UBS Preps Philanthropic Foundation Program
Private Asset Magazine, March 20, 2009
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Special Considerations for Private Foundation Investment Accounts
By Jeffrey D. Haskell, JD, LLM, Investments & Wealth Monitor, March/April 2009
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Identify a Charitable Solution
By Editorial Staff, Financial Planning Magazine, February 9, 2009
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Family Foundation or Donor-Advised Fund?
By Page Snow, President Foundation Source Advisors, Wealth Manager Magazine, February 1, 2009
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Charitable Leanings
By Kathleen M. McBride, Wealth Manager Magazine, December 18, 2008
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Make it Happen
By Michael S. Fischer, Wealth Manager Magazine, October 31, 2008
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Foundations for Renown
By Jim Grote, Financial Planning, October 1, 2008
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The Power Of Green
By Jeff Schlegel, Private Wealth, June 4, 2008
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For Modern Kids, 'Philanthropy' Is No Grown-Up Word
by Philip Rucker, Washington Post, December 30, 2007
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Sneak Peek 2008: Richard C. Morais on Philanthropy
by Richard C. Morais, Forbes, December 23, 2007
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The New Age of Philanthropy
by Dan Schley and Page Snow, Private Wealth, December 1, 2007
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How to add brains to generosity
by Pamela Ryckman, Financial Times, October 19 2007
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Charity, Bill Gates-style
By Ian Mount, Fortune Magazine, July 30, 2007
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Charity Made Efficient
by Richard C. Morais, Forbes, June 25, 2007
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