Foundation Source In Brief

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Categories: Advisors Starting a Foundation Supporting Your Foundation

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Making Private Foundations Satisfying, Rewarding and Easy.

Foundation Source supports and advises more than 1,200 private foundations nationwide, ranging from $250,000 to $500 million in assets. Now in our second decade, we are the largest foundation management and advisory firm in the U.S. It is the only thing we do.

Our mission is to make having a private foundation rewarding and simple. We support, advise and strengthen all  working aspects of the foundation, freeing donors and their families to enjoy their philanthropy with total ease and confidence. Our clients turn to us for help with everything from tax compliance to philanthropic strategy because we understand private foundations better than anyone else in the market. The only functions we don’t offer are asset management, legal counsel and personal tax planning, but we coordinate closely with the trusted family advisors who do.

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