Wealth Advisors
Foundation Source helps wealth advisors serve the needs of their philanthropic clients.
Join the Nation's Leading Wealth Advisors
Philanthropic services are widely recognized as a “must have” offering for today’s wealth management firms. Virtually all high-net-worth clients have made some commitment to philanthropy, and they look to their trusted advisors for guidance in this burgeoning area. Their relationships with advisors deepen in pursuit of a greater legacy and multi-generational involvement. That’s why more wealth managers today are embracing strategic philanthropy as a key practice offering. And why they’re choosing Foundation Source to provide turn-key services for the most desirable and powerful of all charitable vehicles: the private foundation.
Not Just for the Ultra-Wealthy
For over 100 years, the most affluent families have considered the private foundation the world’s best charitable vehicle – preferred hands-down for its unparalleled benefits, flexibility and control. But clients no longer need to be a Gates or a Ford to have a foundation. Our award-winning systems, technology and services have dramatically reduced the expense and effort of running a private foundation. We make it possible for a much wider range of affluent clients to enter the world of foundation philanthropy.
Video: William L. Sutton, Jr., UBS Financial Services - The head of U.S. philanthropic services explains how Foundation Source helps UBS forge stronger client relationships.
Fast, Easy Set-Up
In just three days, our team of professionals will have a new foundation up and running, with as little as $250,000 in starting assets. Foundation Source provides the corporate entity and handles the IRS filing for tax-exempt status.
Competence, Confidence and Credibility, From Day One
By working with Foundation Source, you immediately acquire sophisticated private foundation expertise for your practice, day one. You have a virtual staff of the most experienced foundation administrators and philanthropic advisors at your fingertips without hiring costs, time or overhead. Today, Foundation Source has become the nation’s largest foundation management and advisory firm, running more than 1,000 foundations of every size for one main reason. We handle all the back-office, online and philanthropic details. And we do it with the utmost service, so clients can focus on giving, and wealth managers can focus on giving advice while continuing to manage the assets.
We Never Compete
As a third-party administrator for private foundations, our business is running foundations. We do not custody assets, nor do we offer investment advice. Foundation assets stay under your watchful management and care at all times.
A Total Solution—Without Overhead
We provide the support services, systems and technology that are highly valued by philanthropically oriented clients—without requiring you develop complex procedures to handle foundation business. Our private foundation experts provide you with every resource to advise and support your clients on a subject that they care deeply about—without requiring you to develop highly specialized tax or financial expertise. All at a low cost that re-defines the economics of running today’s private foundation.
The Choice of Respected Wealth-Management Firms
We work as a “silent partner” 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. We offer branded solutions that build your firm’s brand. 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.
The Choice of Your Most Discerning Clients
Foundation Source consistently earns a 98% satisfaction rating from our clients, so you can have complete confidence that we will handle the details, allowing you and your staff to focus on what you do best.
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Free Guide: Pitfalls to Avoid When Clients Fund a Private FoundationPractical advice on seven common funding pitfalls that can help your clients avoid problems with the IRS. |
TESTIMONIALS
"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,
V.P. Private Wealth
Atlantic Trust Private Wealth Management
"Foundation Source has been a fantastic partner in helping my clients achieve their financial and philanthropic goals. The best example of my Morgan Stanley success is the partnership with Foundation Source and one of my most significant client relationships. I was able to leverage the incredible resources of Foundation Source and deliver to my client an end-to-end philanthropic solution. Since our primary focus at Morgan Stanley is money management, we were able to utilize FS to help our client develop a philanthropic vision and mission statement for his Foundation, which in turn allowed us to become more effective in helping our client preserve and grow both his personal and his Foundation assets. I recommend the professionals at Foundation Source and their firm with high conviction."
- John Sargent,
Senior Vice President
Morgan Stanley Private Wealth Management
"Just a quick note to say "thank you" for recommending Foundation Source to me. They have been a life-saver to us; so organized and professional, it’s incredible. It puts me to shame, as I wish that my own business ran like this! So, you can and definitely should continue recommending them; for anyone with a small foundation they take the paperwork nightmare out of giving!"
- Marsha Fox,
The Fox-Walker
Foundation
