"Foundation Source makes starting and operating a private charitable foundation much easier and less expensive than the cumbersome traditional process. It helps enrich our relationships with high-net-worth clients, while providing an appealing financial planning vehicle with which to reach a larger segment of prospects."

"Foundation Source allows us to focus on key client issues as a financial advisor. They have far exceeded our expectations. They are responsive and take all the problems and difficulties out of administering a foundation."

"Foundation Source has pioneered new ways of administering foundations. It is the flagship of our philanthropic offering and helps us acquire new clients. Foundation Source offers an infrastructure and online capabilities that other foundation management firms can't match. Foundation Source allows family members to stay on top of their foundation's activities without the distraction of numerous phone calls back and forth. Thanks to Foundation Source, they can focus on giving, and we can concentrate on philanthropic planning and building customer relationships."