Survey Results that could help you increase aum!
Our survey findings confirm that philanthropic conversations strengthen client relationships and lead to new ones. The survey also found a correlation between advisors’ guidance to clients around charitable vehicles and potential increases in assets under management.
When you complete the form to the right, you’ll immediately be able to download the full results of the survey, Good Works, Better Business. You’ll also get 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. 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 1,300 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.