Private Foundation Services:
What’s in It for You?

Wealth managers who offer private foundation services have:

  • Deeper, more secure client relationships
  • Multiple opportunities to get to know their clients’ heirs
    and extended family
  • A consolidation of portable assets under their management
  • The ability to convert unproductive assets into a more
    diversified portfolio

Want to know more? When you complete the form to the right, you’ll get a complimentary copy of The Benefits of Offering Private Foundation Services, along with full access to all of the 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 1,300 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.