Getting Started with Foundation Source PWM

A Guide for Wealth Advisors

It’s no secret why leading wealth management firms are embracing philanthropic services as a key offering to high-net-worth and ultra-high-net-worth clients and prospects. Ninety-eight percent of these individuals have an ongoing commitment to philanthropy as part of their financial and wealth planning, and they are allocating increasingly significant portions of their assets to charitable giving.

Foundation Source provides comprehensive knowledge, systems, and technology to help you serve your clients’ philanthropic needs. You get a complete, outsourced solution for private foundations. Our private foundation experts back you at every turn, so you can confidently engage your clients and prospect on philanthropy.

This guide is designed to give you a running start on how we can help you.

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