Resources for Advisors
Paul Connolly, TCC Group,
talks with ASF members |
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| Did You Know? |
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The top issues facing ASF members:
1. Succession
2. Need for greater focus or impact in grantmaking
3. Lack of asset growth
4. Grantee selection
5. Regulatory changes
Source: Foundation Operations and Management Report
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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:
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 e-mail Karen Engstrom 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.
Browse the directory or e-mail Karen Engstrom for information about nomination.
