10 Things Wealth Advisors Should Know about Private Foundations
Some clients start a private foundation because they want to give back to the people, institutions and communities they care about. For others, the motivation to a establish foundation is often spurred by a desire to protect and maximize their estate. Still others, envision the family foundation as the launching pad for building the family dynasty – a training ground to prepare successive generations. Whatever the impetus, as their trusted advisor you should be aware of the full capabilities of this powerful and flexible philanthropic vehicle in order to provide the best advice to your high net worth clients.

Please join Foundation Source’s Chief Philanthropic and Marketing Officer, Page Snow, and National Director of Strategic Alliances, Dominique Sinyard-Smith for an informative webinar based on Foundation Source’s experience with over 1,000 private foundations. Page and Dominique will cover topics such as:

· The key benefits of a private foundation for HNW clients.

· How to engage the next generation of your client’s family

· Creative giving strategies within a private foundation (grants to individuals, loans, equity investments in for profit businesses).

· Alternative investments in private foundation

1 hour CE credit for CFP, PACE and CAP applied for.

About the Presenters

Page Snow, Chief Philanthropic and Marketing Officer
Foundation Source

"Foundation Source has allowed me to share my 20 years of philanthropic experience with our clients. What starts out as a part-time pursuit to do some good often becomes the most meaningful aspect of their lives. For established foundations, it is gratifying to pioneer ground-breaking solutions and establish family legacies that last for generations.”

Page Snow is responsible for the firm’s marketing and for developing and providing industry-leading education and strategic resources to clients through the company’s network of philanthropic professionals.

Prior to joining Foundation Source, Ms. Snow spent over 10 years with The Pew Charitable Trusts, one of the nation’s top 10 foundations, with assets of $4 billion and annual grant commitments of over $200 million. As the Trust’s Chief Officer of Institutional Planning, she helped to design, evaluate and remodel key operations of the foundation in support of the Trusts’ model of results-based grantmaking. She has expertise in strategic planning, program design and evaluating multi-million dollar grant investments.

Ms. Snow has served on advisory committees for several prestigious philanthropic organizations, including the Center for Effective Philanthropy, the John S. and James L. Knight Foundation, the White Oak Cultural Policy Conference, the Center for Arts and Cultural Policy Studies, the Arts Organization Stabilization Initiative and the W.K. Kellogg Foundation.

Ms. Snow is a graduate of Sarah Lawrence College, and the University of Pennsylvania.

Dominique Sinyard- Smith
National Director of Strategic Alliances, Foundation Source

Dominique Sinyard Smith serves as National Director of Strategic Alliances for Foundation Source, leading the firm’s initiative to partner with and serve wealth management firms,. She came to Foundation Source in 2010 from Wells Fargo Nonprofit and Philanthropic Services, where she provided philanthropic advisory services to financial advisors and their high-net worth clients. Previously, she was a Senior Private Banker at Wachovia Wealth Management. Dominique Smith is a graduate of the University of Texas at Austin, and holds a Certified Financial Planner ™ designation. A native of New Orleans, she recently moved to Scottsdale, Arizona with her husband Todd and their 10 month old baby, Sylvie. She is an active member and volunteer with the Junior League, The Nazareth House, Junior Achievement, Goodwill Industries, and Big Brothers Big Sisters. She is an avid cook, restaurant-seeker, and traveler.