Whether you are new to philanthropy or an experienced donor, your Foundation Source team is ready to assist you with our full complement of grantmaking services, administrative support and philanthropic advice. We will work closely with you, as well as your financial institution and outside advisors, to help your foundation reach its full potential.
Your Foundation Source Team
You will be supported by a Private Client Advisor (PCA), as well as tax, legal, accounting, philanthropic, and client services professionals who will serve as your partners in philanthropy, working with and for your foundation every day. We’ll help you make grants, process your expenses, record your foundation’s daily investment account activity, prepare your tax returns and state filings, and provide any guidance you need to accomplish your philanthropic goals.
As a Foundation Source client, you can also get exclusive access to our Philanthropic Advisory Services—our team of in-house subject matter experts with decades of experience in foundation leadership, private and corporate grantmaking, and wealth planning.
Perfectly suited for private foundations that are poised for growth, our Philanthropic Advisory Services are available as add-on engagements for current and new Foundation Source clients. Whether you choose an individual, dedicated session with our subject matter experts or want to join like-minded peers in a small group setting, our virtual engagements are here to support your foundation’s unique needs and help you grow, adapt and thrive.
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