Wealth Advisors
Advantages
- We help you continue the conversation with clients about philanthropy.
- Your clients get quick setup of their foundation at low cost.
- You continue to manage the foundation assets.
- We provide professional support for all administrative tasks.
Private foundations serve as a proven resource for deepening relationships with your clients, and for acquiring new clients and assets.
The Giving Question
67 percent of affluent investors want to learn more about private foundations. These investors expect to include charitable giving as part of their overall wealth management planning. Let Foundation Source be your resource for continuing the philanthropic conversations you have with your clients. Foundation Source provides you the opportunity to differentiate yourself from the competition through our complete, turnkey solution for wealth managers who advise private foundations.
Why a Private Foundation?
Of all the philanthropic vehicles that exist for donors to accomplish good works, the private foundation is the most desirable, flexible and enduring structure. It is the quintessential mark of life achievement and contribution.
The Choice is Yours
It should be no secret why leading wealth management firms are embracing strategic philanthropy as a major practice area. Virtually all high net-worth clients have made some commitment to philanthropy—and more than ever, they are allocating significant portions of the assets to charitable giving. If you are deciding whether to involve yourself in this increasingly important area for affluent clients, the question becomes: Will you manage these assets and advise the family about their philanthropic options? Or will they turn to somebody else?
Instant Credibility with Foundation Source
As the nation’s top wealth managers are discovering, we provide the support services, systems and technology that makes you immediately more valuable and effective for philanthropically oriented clients—without requiring that you develop additional tax or financial expertise.
Our team of private philanthropy experts provides you with the resources and confidence to engage your clients on a subject that they care very much about, and we provide a level of service that you and your clients will value and appreciate.
We Partner with You
Our business is foundation administration. We don't custody assets. We don’t offer investment advice, nor do we interfere with the advisor/client relationship. Foundation assets stay under the watchful management and care of the advisor that your clients already know and trust.
Wealth Management Partners
We work with a growing number of financial advisors and leading financial institutions, a partial list of which includes Atlantic Trust, JPMorgan Private Client Services, Northern Trust, TD Ameritrade, UBS and Wilmington Trust.