Foundation Source Selected by Hines & Warner Wealth Management to Provide Philanthropy Services for Select Clients

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Categories: Press Releases

Foundation Source Selected by Hines & Warner Wealth Management to Provide Philanthropy Services for Select Clients   Nation’s Leading Provider of Support Services for Private Foundations Partners with Innovative Northwest Investment Advisory Firm

Foundation Source, the nation’s leading provider of support services for private foundations, today announced a partnership agreement with Portland-based Hines & Warner Wealth Management, a Pacific Northwest investment advisory firm working with clients on financial planning and investment management.

Under Foundation Source’s Platinum Partner Program, Foundation Source will augment Hines & Warner’s diversified investment advisory program with private foundation administration services. Clients with private foundations or those planning to create a private foundation will have access to Foundation Source’s unique technology and support services, which facilitate the convenient administration of private foundation activities.

Co-founder and Managing Principal Earl Hines said, “Philanthropy is a growing element in financial planning for our clients, who increasingly want both more control over their foundations but with smaller overhead and less bureaucracy. Foundation Source’s innovative and cost effective programs make that goal possible. We are delighted to be able to offer their unique, high value services to our clients.”

“Hines & Warner understands the family benefits of including philanthropy in the planning process,” said Andrew Bangser, Foundation Source President. “We look forward to working with Hines & Warner to help its clients become more effective and informed philanthropists through the venue of a private foundation.”   To inaugurate their partnership, the firms are co-hosting a “by-invitation” series of Philanthropy Forums at the offices of Hines & Warner for local attorneys and accountants who work with philanthropically minded clients.

About Foundation Source (www.foundationsource.com) Foundation Source is the nation’s leading provider of support services for private foundations. The company’s back-office, online and support services ease the burden, freeing foundations to focus more on mission, strategy and family priorities and less on back-office administration and compliance tasks. The result: better run foundations with greater social impact. Foundation Source was recently named Philanthropic Group of the Year by the editors of Private Asset Management.

Today, Foundation Source provides its full range of award-winning services to nearly 900 private foundations coast-to-coast representing over $4 billion in foundation assets. Foundation Source provides its services through partnerships with the nation’s leading private wealth management firms, trust and estate attorneys and CPAs. The company is headquartered in Fairfield, CT with regional offices in Atlanta, Boston, Chicago, Denver, New York City, Philadelphia, Salt Lake City, San Francisco and Seattle.