Testimonials

In the testimonials below, donors, families and
advisers share how Foundation Source helped them
tackle the unique challenges of creating, managing
and growing a foundation.

Testimonials

Submitted by dschreck on December 23, 2009 - 4:17pm

Foundation Source Video Testimonials

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.

Morgan Stanley Private Wealth Management

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.

Sylvan/Laureate Foundation

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.

Duane Reade Charitable Foundation

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.

Clark Nuber

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.”

Dan Bakinowski

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.

Ensemble Capital Management, LLC

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.

Atlantic Trust Private Wealth Management

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.”

Don and Roy Splawn Charitable Foundation West

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.

Murphy Family Foundation

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.

Edwards Mother Earth Foundation

Sonia Baker, Executive Director

“Foundation Source takes the tedious, dull work out of running the foundation. Now when we gather for foundation business, we are far more productive and really enjoy being together.

McMurry Foundation

Trudi McMurry, Executive Director

“As one of the largest foundations in Wyoming, we get many worthy grant requests. Foundation Source allows us to organize and respond to the requests by managing our administrative needs effectively and efficiently. They have become our virtual back-office, allowing us to be out in the community doing our good work, not behind a desk managing our ‘extensive’ IRS obligations.

The Price Family Private Foundation

Jo-Ann Price, President

“Foundation Source helped my community as much as it helped me. They are ‘can do’ people who respond immediately to every request. They make helping others so much easier.”

The Hagan Foundation

Mike Hagan

“Foundation Source did an exemplary job of setting up my foundation and now handles all the administrative tasks. That means they keep the foundation’s records, process and issue checks for grants, and file all the necessary tax returns.

Google Executive Officer

(Prefers to Remain Anonymous)

“I really appreciate Foundation Source’s diligence and commitment to keeping my foundation in good standing with IRS regulations. They’re friendly people who do great work, at a reasonable price.

“I like Foundation Source so much that I took the initiative to personally thank the founder for starting the company.”

The Maloney Family Foundation

Nicole Maloney, President

“Foundation Source takes the hassle and headaches out of trying to do it yourself. The research they provide helps us make sure we’re donating to legitimate organizations that will use the grants wisely. We tell Foundation Source how much we wish to give and what to say in the notification letter, and they do all the rest, including tracking and organizing foundation activities, and handling all federal and state filings.

Esperance Family Foundation

Dr. Roger Newton, President

“Foundation Source saves us tremendous amounts of time while helping us avoid costly mistakes. Now, instead of once-a-year giving, we can express our passion for philanthropy all year long. It has made our charitable giving a far more enjoyable and less arduous process. It’s now almost effortless. I can’t recommend Foundation Source and their services too highly.”

The Clark Family Private Foundation

Phil Clark, President

"Foundation Source has opened up a new world of philanthropic giving for us. They are terrific to work with, and Foundation Source does everything they say they will do.

The Sievert Family Foundation

Fred Sievert, President

"The Sievert Family Foundation has been utilizing the services of Foundation Source since November 2006, and we couldn't be happier with the quality of the company's work and the responsiveness of their staff.

The Sternlicht Foundation

Barry & Mimi Sternlicht

"We rely on Foundation Source virtually every day... to fulfill pledges we've made, research charities we are interested in, and take the paperwork out of making gifts. We used to have a lot of great intentions, but our follow through was weak at best. We had never clearly defined responsibilities in running our family's foundation, and were always confused about who was doing what.

Testimonials

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