Take a deep breath in. Slowly let it out. Feel more at ease? What if you could let out this same sigh of relief when thinking about the tax demands of a foundation? Whether you’re running the foundation or serving as its advisor, the philanthropic experts at Foundation Source are here to help you breathe easier.
For the past 20+ years, we’ve specialized in supporting private foundations and complementing the services of their most trusted advisors, including attorneys, accountants, investment managers and other professionals. If you have a private foundation and want to keep working with your accountant, or you’re a trusted CPA looking to assist your clients with their philanthropic endeavors, we serve as an extension of your winning team.