Do you know the answer? ✔️ Check out our infographic to find out! https://lnkd.in/ehDNt6Ri #privatefoundations #philtech #philanthropy
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As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey. For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients. Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.
External link for Foundation Source
Maximize your philanthropy with a management platform and easy-to-use app that are built on proprietary workflows developed and perfected over 20+ years by the leading provider of support services to private foundations.
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Fairfield, CT 06824, US
Do you know the answer? ✔️ Check out our infographic to find out! https://lnkd.in/ehDNt6Ri #privatefoundations #philtech #philanthropy
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Over the past two decades, research conducted with #familyoffices and wealthy families has revealed some meaningful trends. In today’s blog, we’re sharing how you can better serve and engage with your most valuable #HNW clients.
Want to join a team of purpose-driven individuals? We are #hiring! Check out our careers page for new in-person and remote opportunities. https://hubs.li/Q02GYW8g0 #FoundationSourceLife #Careers #RemoteWork
“The ‘holistic’ approach to financial planning has gained a foothold in the wealth management industry in recent years. While on the surface, ‘holistic’ is arguably just a modern-day buzzword, the notion of considering all aspects of a person and their individual circumstances has always been important for RIAs. Extending your offerings beyond traditional investment advisory expertise and taking the bigger picture into account allows you to deepen existing relationships by getting to know clients on a more personal level.” Keep reading in this Financial Advisor Magazine by CMO Hannah Shaw Grove >> https://hubs.li/Q02GLtv80 #wealthmanagement #philtech #advisors
See you next week! 👋 We’re looking forward to attending Opal Group's Family Office and Private Wealth Management Forum in Newport, RI! Stop by our booth to meet our team and learn how we can partner with you. Learn more >> https://hubs.li/Q02GyGN_0 #familyoffice #wealthmanagement #philtech
This week has been bittersweet for our team as we say farewell to Jayne de Gant, who is retiring after an incredible 20 years at Foundation Source. Please join us in wishing Jayne all the best on her well-deserved retirement. “It’s been a pleasure to work with the wonderful Account Services team. July 12 marks my 20-year anniversary with Foundation Source. Years filled with ups and downs, good friends and colleagues, and a wonderful mission we all focus on. This vision helps to make the world a better place. What could be more wonderful than that? It’s fitting that July 12 is also Be Love day – and that it marks my retirement from Foundation Source. I look forward to retirement – spending time with family, traveling, reading, enjoying good music – basically what I do now, but more of it. Thank you, Foundation Source, for everything you’ve enhanced my life with. I will miss everyone!” - Jayne de Gant #employeespotlight #foundationsourcelife #retirement
According to Giving USA, charitable giving in the U.S. totaled $557.16 billion in 2023. Learn more >> https://lnkd.in/gF9RaQSP
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For the first time in 15 years there were no self-made billionaires on the Forbes 30-under-30 list. Could this be a signal that the great wealth transfer has already begun?
Are you considering making a donation? Experts including Elizabeth Wong, head of philanthropic advisory services, share what you need to know before and after writing that check in this Crain Currency article: https://hubs.li/Q02FWCcM0
We’re excited to see you at Opal Group's Family Office and Private Wealth Management Forum 2024 in Newport, RI in 2 weeks! Stop by our booth to meet the team and learn how we can partner with you. Learn more >> https://hubs.li/Q02FKtST0 #wealthmanagement #familyoffice #philtech