You may have clients with private foundations. And if you’ve already agreed to handle the tax work for their foundations, are you ready to cope with everything that entails.
Enter Foundation Source. We’re a decades-old, third-party administrator for private foundations. By partnering with Foundation Source to jointly support your clients:
Your clients continue to govern their foundations, set strategy, and make all granting and investment decisions. They will continue to work with you and their existing wealth advisor and attorney.