Foundation Compliance Monitoring

Oversight at the Point of Transaction

Foundation Source monitors foundation activity at the point of transaction to help ensure that our clients remain in compliance with foundation-related IRS regulations and federal laws.

Clients get an entire team of tax, legal, accounting, and other foundation experts watching over their foundations. When issues arise, as they invariably do, the client’s dedicated Private Client Advisor immediately notifies the foundation’s officers (and advisors, as appropriate) and provides assistance to resolve the issue before it triggers potential financial penalties; jeopardizes the foundation’s tax-exempt status; or, in extreme cases, risks civil or criminal penalties.

[callout]Foundation Source clients can pursue their philanthropic missions with confidence, knowing that their “trusted partner” is working around the clock to keep them in compliance.[/callout]

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