Based on over a decade of experience supporting over 1,300 client foundations, Foundation Transitions offers advice and pertinent discussion points for common challenges, such as:
• The transfer of leadership to the next generation
• Geographic dispersion of family members
• Death or illness of founder
• Family growth
• Retirement of a faithful family advisor or key staff member
• A sudden increase in foundation assets
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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.