Getting Started with Your Foundation

Organizational Basics

The structure of your foundation will lay the groundwork for its future operations and charitable activities.

The choices you make now, including the name of the foundation, its expected lifespan, the composition of its board, its mission statement, and its communication plans, will determine much of what follows. This booklet provides some guidance to help you get off to a good start but if you’re a Foundation Source client, other resources are also at your service. Your dedicated Private Client Advisor and our in-house Philanthropic Directors are here to help should you have questions or need some advice.

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