Understanding Your Clients' Philanthropic Needs

Download Your FREE Copy Today

This complimentary guide helps advisors accurately assess their clients’ philanthropic priorities, whether or not they’re ready to discuss a formal giving vehicle. Use this guide to shape your next client conversation and go beyond discussions of returns and investments to one of core values, goals, and challenges. You’ll provide a valuable service while enhancing your position as a trusted, knowledgeable advisor and solution provider.

Please complete the form to the right to access this guide and all of the other informative content on our website.

About Foundation Source (www.foundationsource.com)

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution, including the creation of new foundations.  Our clients supply the vision; we provide everything else.

Now in our second decade, Foundation Source provides its services to more than 1,200 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut, with offices in Boston, Chicago, Los Angeles, New York City, Philadelphia, San Francisco, Seattle, South Florida, and Washington, D.C.