Premier Services

VIP treatment for your foundation. That’s what Premier Services is all about.

You’ll receive the highest level of service, the quickest turnarounds, and the most hands-on guidance we offer, as well as priority access to every expert resource at Foundation Source.

Premier Services is designed to meet the needs of private foundations that have larger granting budgets, engage in sophisticated grantmaking techniques, and desire to outsource work to philanthropic experts. In addition, their investment portfolios typically include alternative assets that require enhanced compliance oversight and reporting.

These foundations benefit greatly from the customized services, extensive hands-on assistance, and professional philanthropic support we provide through Premier Services. We adapt to your foundation, not vice-versa.

Your personalized service will be managed by a dedicated Private Client Advisor (PCA) from the Premier Services Team, who will serve as your primary point of contact. Due to the high-touch nature of Premier Services, each PCA serves only a handful of clients to make sure your needs are met quickly, professionally, and efficiently.

Your PCA is a specialist in private foundation administration and support, overseeing day-to-day activities and serving as your team leader to coordinate our experts in philanthropy, tax, legal, and accounting services. Your PCA also works closely with your foundation’s stakeholders, advisors, and other experts to orchestrate support and ensure seamless continuity of service and best practices in compliance.