Private Foundation Services for Accounting Firms


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If your firm serves clients who have private foundations, ask yourself this: Do you want to maintain your competitive advantage by providing an integrated, one-stop, comprehensive solution for private foundation accounting, compliance, and day-to-day support?

Foundation Source Can Help

Foundation Source is uniquely positioned to complement your firm’s expertise and help you efficiently and compliantly serve those clients who have private foundations. Supporting private foundations is the only thing we do: from back-office administration and transaction processing; to active compliance monitoring and asset tracking. All designed to fill any gaps in your service offering, without duplicating what you already provide.

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