Where Experts Go For Expertise

Philanthropic specialists to help foster holistic client relationships

As high-net-worth individuals strive to make their passion for changing the world a reality through charitable giving, they need help from the professionals they trust – attorneys and accountants with whom they have built relationships over the years. You know your clients better than anyone. And they trust you to help them answer questions about starting a new private foundation or about the foundations they already have.

When these questions fall outside your practice area, Foundation Source is ready to help. We offer a configurable suite of administrative, compliance, advisory and technology solutions, and our in-house tax and legal teams are well-versed in the rules governing private foundations and ready for consultation about the issues affecting your clients. And that’s exactly who they remain – your clients. We’re a resource for experts like you,
not a competitor

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