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Initially, I resisted setting up a private foundation, but Foundation Source has made this not only a relatively effortless process, but also a very enjoyable one. I am grateful that Foundation Source has served a vital role in facilitating this Sievert family legacy.

Fred Sievert, President, The Sievert Family Foundation

Our family is grateful to work with our Private Client Advisor. He has done a fantastic job for the John C. Griswold Family Foundation and recently provided a very thorough presentation at our annual meeting. He is a pleasure to work with, always answers our questions in a timely fashion, and is well liked by our family. We are very lucky to have both him and Foundation Source!

Jeffery Earls, President, The John C. Griswold Family Foundation

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2018 Thought Leadership by a Technology Provider, Wealth Management Industry Awards