This is the third PAM Award earned by Foundation Source.
Seasoned business development and financial services professional will help donors in the Southern California region who are considering private foundations.
Private Foundation Assets Grew by 14.1%; Charitable Distributions Exceeded the 5% Minimum Distribution Requirement by almost 50%
Eight-Year Foundation Source Veteran Returns to Home Town of Boston After Establishing Thriving Private Foundation Practice on the West Coast
Awards recognize innovation and excellence.
Customized report, delivered instantly via email, outlines “yellow flag” areas for foundations and cites relevant IRS rules to help them remain compliant.
Findings provide insight around key issues such as strategic philanthropy, collaboration, and impact investing