Foundation Source reports that its assets under administration topped $4 billion among more than 800 private foundation clients
Open forum will review the merits of different frameworks for attorneys, wealth advisors and family donors interested in assessing the best charitable vehicle.
First-of-its-kind program extends the scope of private foundation philanthropy by providing immediate financial assistance to families in danger of foreclosure.
Industry-Wide Cost Savings of More Than $800 Million Feasible Through Use of Outsourced Administrative Services
Recently completed study confirms significant reduction in operating costs for foundations outsourcing their back-office, technology and support service requirements.
Prestigious High-Net-Worth Industry Award Recognizes Company Achievements in Helping Establish Strategic Philanthropy as a Core Component of The Successful Private Wealth Offering