Foundation Source / Our Services / Advisory Services
Every time you call, you’ll speak with the same person, someone who understands your foundation’s history. Private Client Advisors are experts in foundation administration and are backed by specialists with expertise in tax and legal issues, compliance, and philanthropy. Services include:
*Foundations using our Essential service tier are assisted by a client support team.
Whether you are just starting out on your philanthropic path or looking to reinvent your foundation after many successful years, our Philanthropic Directors are there to offer practical advice drawn from the best practices and experiences of our 1,100-plus clients and the philanthropic community at large.
Areas of assistance include:
Our advisory services group facilitates a wide range of initiatives beyond the bounds of conventional grantmaking. As you need them, our advanced grantmaking services are available to keep pace with even the most ambitious philanthropists.
These include support for:
We’re committed to helping you increase your knowledge and skills around foundation governance, effective leadership, best practices, and effective philanthropy.
This is available through: