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Press Releases
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New Operating Cost Benchmark Established for Private Foundations
September 18, 2007 - Recently completed study confirms significant reduction in operating costs for foundations outsourcing their back-office, technology and support service requirements.
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Foundation Source Named 2007 Philanthropic Group of the Year
September 11, 2007 - Prestigious High-Net-Worth Industry Award Recognizes Company Achievements in Helping Establish Strategic Philanthropy as a Core Component of The Successful Private Wealth Offering
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Foundation Source Announces Opening of Charleston, South Carolina Office; Company Veteran Tom Dittrich Named Managing Director
May 1, 2007 - Works Closely with Atlanta Office to Meet Increased Demands for Company's Private Foundation Services in the Southeast
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The Commonwealth Group, Inc. Partners with Foundation Source to Provide Clients with Private Foundation Services
February 20, 2007 -
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Badgley, Phelps and Bell Expands Its Philanthropic Service Offerings by Partnering with Foundation Source for Private Foundation Administration
February 8, 2007 - Firms to Co-Host a Philanthropy Forum Series for Attorneys and Accountants on the Family Benefits of Private Foundations
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Foundation Source Announces Partnership with the Jewish Federation of Greater Atlanta to Provide Donors with Private Foundation Services
January 24, 2007 -
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Foundation Source Achieves Major Milestone: 500th Private Foundation Client
January 10, 2007 - Company Also Announces Record Performance in Fiscal 2006 with Over $2.0 Billion in Assets Under Administration
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Waller Financial Planning Group Expands Its Philanthropic Service Offerings by
Partnering with Foundation Source for Private Foundation Administration
November 14, 2006 - Firms to Co-Host a Philanthropy Forum for Attorneys in Columbus, Ohio On the Family Benefits of Private Foundations
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Foundation Source Names Pamela S. Blechman Managing Director, New York Metropolitan Region
October 17, 2006 - Expanded Presence in New York City and Surrounding Area Helps Foundation Source Meet Increased Demand for Company's Products and Services
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Foundation Source Announces Partnership with Pierro Law Group, LLC To Provide Firm's Clients with Services for Private Foundations
October 10, 2006 - Firms to Co-Host Philanthropy Forum for Financial Advisors, Attorneys and CPA's
On the Family Benefits of Private Foundations and Philanthropy
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Withers Bergman LLP, The Bank of New York and Foundation Source To Hold Philanthropy Forum in New Haven, CT
October 3, 2006 - Philanthropy Forum Co-Sponsored with Withers Bergman LLP and The Bank of New York
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Foundation Source Implements Regional Strategy to Provide Foundation Clients With Locally Based Private Client Advisors
May 16, 2006 - Philanthropy Veteran Mary Ann Stover Joins Foundation Source to Serve Clients and Strategic Partners in the Philadelphia/Mid-Atlantic Area
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Highmount Capital LLC Expands Wealth Management Service Offering by Partnering with Foundation Source for Private Foundation Administration
May 2, 2006 - Clients of Highmount Capital Gain Access to Industry Leading Technology and Services Designed to Keep Private Foundations Running Smoothly and In Compliance
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