3 Things To Know When Advising Private Foundations

Categories: News

When we advise clients with private foundations, we have to remember that one size does not fit all. The nearly 100,000 private non-operating foundations in the U.S. vary widely, from the amount of their assets to their charitable missions to their management. If you want to give them sound advice and partner with them effectively, you must consider their many different needs.

Foundation Source’s Chief Executive Officer & President Sunil Garga shares his insights in this Financial Advisor article.