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Financial Planning > Charitable Giving

How do you Simplify Family Foundations?

By Kate McBride

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Foundation Source is launching a comprehensive advisory service, and has named the firm’s Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors.

Foundation Source Advisors joins the firm’s stable of three other core services for the Fairfield, Connecticut-based firm: Foundation Source Back-Office, Foundation Source Online and Foundation Source Client Services, taking the firm from the role of outsourced administrator for the back-office needs of family foundations to all-around philanthropic advisor. In that advisory role, the company will guide family foundation clients in their overall philanthropic strategy and execution of their charitable giving goals.

“Through daily interaction with our nearly 900 clients, we have developed an intimate understanding of our clients’ unique philanthropic and operational requirements. What we know is this: our clients want straightforward advice and timely support that can be tapped on a moment’s notice,” says Snow. “Foundation Source Advisors has been structured to meet this need efficiently and effectively.” For more please go to www.foundationsource.com.

Kate McBride, [email protected] is editor in chief of Wealth Manager.

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