Foundation Source / Get Started / Wealth Advisors
Ninety-eight percent of these individuals have an ongoing commitment to philanthropy (Bank of America study), and they look to you for guidance.
That's where Foundation Source can help. We provide wealth advisors with a time-tested, third-party solution for setting up and managing private foundations. Your clients provide the funds, the vision, and the philanthropic goals; you manage the assets; we take care of the rest.
Your clients get the full control, flexibility, and cachet of a private foundation, with the ease and simplicity of a donor-advised fund.
Foundation Source provides a fully outsourced service that modernizes private foundations for the 21st century. Nevertheless, the following common misperceptions still persist.
The Reality: Of the 86,000 foundations in existence today, 88% have assets below $5 million and 66% are under $1 million. Foundation Source makes it practical to start a foundation with as little as $250,000.
The Reality: Foundation Source can have a new private foundation up and running in less than a week for a very reasonable fee.
The Reality: Today, a foundation can be as easy to manage as a donor-advised fund. Foundation Source takes care of all the administrative tasks and provides easy-to-use online tools that keep donors in control.
Here are some characteristics to look for when evaluating your client and prospect base:
Get Started GuideDownload our Getting Started Guide for Private Wealth Managers.
Overview of ServicesReview the Overview of Services page to get details about the integrated support services we provide for all foundations.
Foundation Source is the nation’s largest provider of comprehensive support services for foundations, bringing unparalleled knowledge and expertise to clients across the country. Our clients supply the funds, the vision, and the philanthropic goals; you manage the assets; we take care of the rest.
Contact us to ask any questions you may have or to discuss a specific client or prospect opportunity.