Case Study: How We Helped an Actress Organize Charitable Giving

Foundation Fridays

As you pack away the holidays and look to approach the new year with a refreshed perspective, organizing is often one of the first things that comes to mind. But have you thought about taking a more organized approach to your philanthropy this year?

That’s what happened to one of our clients—a successful actress who had a good handle on her private foundation’s finances but lacked an organizational system that would make it easy for her to hand over the reins to her grandkids. In short, she needed to clean out her charitable closet, so to speak.

To help her gain structure with her foundation’s grantmaking, our philanthropic specialists recommended two solutions that were a total gamechanger. Check out our client case study, Organizing and Informing Giving, to see how our specialists were able to help her give with impact and why she calls Foundation Source “A gift from heaven!”

Ready to organize your giving too?
Whether you have an existing foundation and are looking for more structure or you’re thinking about establishing a private foundation, our philanthropic specialists are here to help. We also support advisors who want to deepen the value they bring to their charitably inclined clients. Schedule a call with us here or reach us at 800-839-0054. Together, let’s #begiving.