67% of affluent investors want to learn more about private foundations. And they expect to include charitable giving as part of their overall wealth management planning. Let Foundation Source be your resource for your philanthropic conversations. Foundation Source provides you the opportunity to differentiate yourself from the competition through our complete, turnkey solution for private foundations.

Our business is foundation administration. We don't custody assets; we never offer investment advice; nor do we interfere with the advisor/client relationship. Foundation assets stay under the management of the advisors that clients already know and trust.

Foundation Source eliminates the cost and complication that was once associated with private foundations. Clients can start a foundation with as little as $250,000. We will handle every detail, from providing the foundation to back-office administration, compliance monitoring, state and federal filings and grant disbursements; everything that keeps private foundations running smoothly and in accord with IRS regulations.

We work with financial advisors and leading financial institutions, which include Atlantic Trust, Bear Stearns, City National Bank, JPMorgan Private Client Services, Mercantile Bank & Trust, TD Ameritrade and Wilmington Trust and many others that seek to offer their clients the benefits of a private foundation without the burden.

Contact us today to get started.