Resources for Foundation Advisors

Help your clients be better philanthropists

To run their foundations well, many of our members rely on advisors to help them make the most of their resources. ASF offers resources to help you build a practice specialty serving philanthropic clients.

Learn more about small foundations

Your foundation clients turn to you for advice; let us help you stay on top of issues specific to private foundations. Consider these “must-have” publications:

• Foundation Operations and Management Report
• Legal Essentials for Small Foundations
• Creating a Strategy and Plan for Your Foundation’s Investing
• How to Start a Private Foundation
• The Best of Both Worlds: Using Private Foundations and Donor Advised Funds

View all publications

Share ASF with your clients

You want your clients to succeed. With ASF, you can help your clients get the tools they need. Share our resources or suggest membership with ASF. As members, your clients will access:

• operational tips,
• first-rate educational programs,
• written and online materials,
• discounts on useful products,
• a group of peers with whom to share ideas,
• and much more.

Read more about foundation membership or .(JavaScript must be enabled to view this email address) for an informational kit.

Give your clients the gift of membership with ASF

We encourage Professional Advisors to extend complimentary one-year memberships to the clients of their choice. Download a Member Referral Certificate

Be an advisor to other foundations

Do you have a client that is an ASF member? You can be nominated for the Professional Directory of Foundation Advisors. It is open to anyone visiting our website, and is the only national listing of professionals who serve foundations with few or no staff. For more information about listing, contact .(JavaScript must be enabled to view this email address) at (888) 212-9922 or (202) 580-6570.