Our professional Client Services team provides the human touch and expertise to make sure you get the most from our service, your foundation and your philanthropy. Our team provides assistance to help you achieve your mission, establish an enduring legacy for you and your family, and make a difference to the charitable causes that are important to you. From initial implementation to ongoing support to our Philanthropic Advisory Services, our team of experienced professionals prides itself on rapid, accurate responses to your needs, working with you each step of the way.

The team is broken into three distinct groups to better service your needs and the needs of your foundation.

• Set-up (New and Existing Foundations)
• Customization of Services & Web Site
• Orientation and Training

• Dedicated Private Client Advisor
• Administration & Compliance
• Research & Issue Resolution

• Organizational Planning
• Advanced Grantmaking
• Program Management
• Information & Education

Get started with Foundation Source today.