For those seeking philanthropic flexibility and impact, the vehicle of choice has always been the private foundation. And when you have a team of experts to support the day-to-day operations of your foundation, your philanthropy becomes more effective, efficient and rewarding.
So whether you plan to create a new private foundation, or have already established one, Bank of Oklahoma and our partner, Foundation Source, can help.
Bank of Oklahoma and Foundation Source work together to provide a coordinated, seamless and cost-effective service. You maintain control and authority over your foundation, making all decisions about giving, strategy, etc. Your Bank of Oklahoma investment team manages the assets. And Foundation Source provides administrative, compliance and philanthropic advisory services. It’s a winning combination for your family and the causes you care about.
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing unparalleled knowledge and expertise to clients across the country. The company’s administrative services, online foundation management tools and philanthropic advisory services provide a total outsourced solution for private foundations. The result: better-run, more effective foundations and more enjoyable philanthropy.
To learn more about Foundation Source, visit www.foundationsource.com*.
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