Learn How Your Client Can Benefit from Starting a Private Foundation
Written to share with your clients, The Top 10 Advantages of Having a Private Foundation, explains how the benefits of establishing a foundation extend far beyond tax savings.
With a private foundation, your client will have complete control over how their charitable dollars are invested and where they’re granted. And the philanthropic options are unrivaled. They can run their own charitable programs out of their foundation, give directly to individuals, award scholarships and prizes, and make loans and loan guarantees.
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About Foundation Source
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools.
Now in our second decade, Foundation Source provides its services to more than 1,400 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.