Just in time for your year-end client meetings, our guide details specific scenarios where a private foundation could reduce your client’s tax obligations while advancing their charitable giving.
When you complete the form to the right, you’ll get this complimentary guide along with full access to all of the informative content on our website.
About Foundation Source
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. The company’s administrative services, online foundation management tools, compliance, 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, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.