Research has shown that high-net-worth and ultra-high-net-worth individuals expect to discuss philanthropy with their advisors as part of a comprehensive wealth management plan. Based on our decades of experience working with philanthropic families, we’ve put together a suite of specialized insights that will help you before, during and after your client meetings. To hear from advisors about the benefits of offering private foundations as part of a holistic practice, watch our video at the bottom of this page.
Preparing For Your Client Meeting? Start Here.
Client Meeting Underway? Start Here.
Client Meeting Over? Start Here.
WHAT ADVISORS SAY ABOUT PRIVATE FOUNDATIONS
ThinkAdvisor Luminaries Awards
Our Client Meeting Kit was recognized again at the ThinkAdvisor Luminaries Awards, a program celebrating the trailblazers redefining excellence in financial services. We were named a winner in the Advisory Support Products and Services – Charitable Giving/Philanthropy category for our curated selection of thought leadership and educational digital resources that help advisors engage in key philanthropic conversations with their clients.
WealthManagement.com Industry Awards (the “Wealthies”)
Now in its 10th year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 92 awards were presented to 84 companies from a pool of 287 finalists. Foundation Source was named as a winner in the Philanthropy category for our Client Meeting Kit, a suite of specialized insights to help advisors before, during and after client meetings, and honored to be a finalist in the Technology – Innovation Platforms category for our philtech solutions.
