Callan Family Office Enhances Philanthropic Services Through Partnership with Foundation Source

Callan Family Office Teams Up with Foundation Source for Philanthropy

In a significant move aimed at enhancing philanthropic solutions, Callan Family Office has partnered with Foundation Source. This collaboration is set to streamline and enrich the philanthropic activities of ultra-high-net-worth families in the United States. With Callan Family Office managing over $7 billion in assets, their commitment to providing sophisticated philanthropic services aligns perfectly with Foundation Source's expertise as the country's leading provider of cloud-based charitable giving solutions.

The Need for Enhanced Philanthropic Solutions

In today’s world of philanthropy, families with significant wealth approach charity as an integral part of their overall financial strategy rather than an afterthought. They seek tools that not only allow them to donate but also enable them to engage meaningfully with charitable causes. Recognizing this demand, Callan Family Office and Foundation Source have designed a philanthropic platform that integrates with investment and financial planning services. This partnership empowers advisors at Callan to manage their clients' charitable initiatives effectively and in alignment with their broader financial goals.

Features of the New Philanthropic Platform

Foundation Source will provide Callan Family Office with a private-label platform that allows advisors to oversee clients' charitable activities comprehensively. Through an enterprise dashboard, they gain access to detailed insights into philanthropic assets, the grants made, and associated expenses. This comprehensive view facilitates better decision-making and helps families track their charitable impact.

Betty Pettine, Managing Director of Philanthropic Consulting at Callan Family Office, emphasized, "With this partnership, we have the most cutting-edge tools to better manage our clients' philanthropic initiatives." Families can now more efficiently start foundations, manage donor-advised funds, or expand their charitable reach.