Foundation Source provides an integrated offering that reduces the burden and compliance risks for private foundations.
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Deepen and extend your client relationships 
Wealth management firms are embracing “strategic philanthropy” |
Virtually all high net-worth clients have a commitment to philanthropy 
They look to you as a trusted source to provide counsel on foundations |
Trusted Advisors
Trusted Advisors
Meeting the needs of charitable clients is a critical component of a successful practice serving high-net worth families. We work with advisors to ensure a gratifying experience for their most important clients.
A Partner in Strengthening Your Practice
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 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 grant making and other activities for compliance with ever-changing IRS regulations.
We have an experienced team of Managing Directors across the country who are ready to answer your questions. We welcome the opportunity to become your preferred provider of foundation support services. Contact Us.
Next Steps
Testimonial
“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.”
- Julia M. Beisel, Vice President, Atlantic Trust Private Wealth Management
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