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Wealth Management

Foundation Source

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Services for Private Foundations

To help clients with the management of their private foundation, Bremer has formed an alliance with Foundation Source, an independent service organization. While Bremer provides asset management and custody services, Foundation Source supplies back-office administration and compliance services.

About Foundation Source
Strategically allied with Bremer, Foundation Source provides the support that allows private foundations to fulfill their philanthropic mission without conflict or compromise. To keep the foundation running smoothly and effectively, they provide financial and regulatory reporting, compliance with federal regulations, filing of tax returns, documentation and grant administration. Through Foundation Source's online system, families can communicate, collaborate and operate their foundation from any online location. Foundation Source does not offer legal, financial, investment or philanthropic advice, but instead works through the foundation's legal, tax and investment advisors or directly with foundation donors and directors. It is important to consult with your tax advisor if you are interested in setting up a Private Foundation.