As a trusted advisor, virtually all of your high net-worth clients have a commitment to philanthropy and many want to allocate a percentage of their assets to charitable giving. Foundation Source helps you serve the philanthropic needs of your clients. We work with wealth advisors, attorneys, Certified Public Accountants (CPAs) and the donors and foundations you serve.

Your “Silent Partner”

As a professional service organization, Foundation Source does not custody foundation assets, nor do we provide investment, tax or legal advice. We are committed to helping you enhance the traditional advisory role that you have with your clients. We work as your “silent partner” to help you achieve your clients’ philanthropic objectives flawlessly and at the lowest possible cost.

• Wealth Advisors – You provide investment advice and custody of clients' foundation assets. Foundation Source assists you in making sure the foundation’s investment strategy is in compliance with IRS guidelines.
• Attorneys – You continue to serve as counsel, providing legal advice to your clients. Foundation Source monitors foundation governance and other activities for compliance.
• Tax and Accounting Professionals – You deliver strategic tax and accounting services as needed. We prepare all the information necessary for to prepare tax returns as directed.

Foundation Source handles the foundation’s back-office administration and compliance monitoring, state and federal filings and grant disbursements. We also deliver a custom private foundation web site for each of your clients that stores and manages all documentation and disbursement information in one location. You can be assured that your clients’ philanthropic interests are being watched over by experts who are focused on one thing: private foundations.

We have an experienced team of Managing Directors across the country who are ready to work with you, backed by an expert business development team based in our corporate headquarters. We welcome the opportunity to become your preferred provider of foundation support services.