Transforming Equity into Purpose
Founded in 2002, Foundation Source provides an integrated suite of administrative services, online management tools, and philanthropic advisory services to people starting private foundations. The company wanted to expand its audience beyond traditionally older philanthropists and appeal to younger ones who are bringing entrepreneurial ideas to philanthropy. The new website invites prospective clients to discover the benefits of flexible giving programs and investment options, read white papers, learn the steps involved in starting a foundation, talk with managing directors in their area, watch brand videos, demo online tools, and share content with family members and advisors. Visitors are invited to register for upcoming webinars and access webinar recordings, videos, and podcasts. Private wealth managers, financial advisors, and attorneys are also served on the new website with client-focused content that counters the perception that private foundations are expensive and complicated to set up and run.