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Written to share with your clients, this booklet lists the top compliance mistakes made by private foundations—and explains how to avoid them!
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Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. The company’s administrative support, online foundation management tools, active compliance monitoring, and philanthropic advisory services provide a complete outsourced solution.
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.