Foundation Source Announces New Managing Directors and Regional Offices Throughout the United States.NORWALK, Conn. -- Announcement Reflects Strong Demand for Market Leader's Outsourced Services for Private Foundations Company Also Moves to New Corporate Headquarters in Fairfield, CT Foundation Source, the nation's leading provider of outsourced services for private foundations, today announced the hiring of several managing directors as well as new regional offices in Chicago, Florida, and Philadelphia. Foundation Source also announces a move to new corporate headquarters in Fairfield, CT. The new managing directors will work closely with attorneys, financial advisors, CPA's, existing foundations and the company's strategic financial institution partners within their respective regions. They will focus on making Foundation Source's full line of private foundation services available to meet the philanthropic and wealth management needs of high net worth families. Bob Charney, senior vice president of sales, has relocated to Palm Beach, Florida Palm Beach is an incorporated town in Palm Beach County, Florida. The Intracoastal Waterway separates it from the neighboring cities of West Palm Beach and Lake Worth. As of 2000, Palm Beach had a year-round population of 10,468, with an estimated seasonal population of 30,000. to manage and build out the important Southeast region for Foundation Source. Having been with the company for over two years, Mr. Charney possesses a deep understanding of the company's mission, products and services. He also has strong relationships in place with many leading attorneys, financial advisors and financial institution partners throughout the Southeast. Beth Carona serves as managing director, Midwest Region. She is based in Chicago, where she spent over a decade in academic and medical philanthropy and fundraising. During this period Ms. Carona served in various management positions for five years at the Children's Memorial Foundation, the fundraising organization for Children's Memorial Hospital With almost 1,100 pediatric specialists focusing on 70 specialties in multiple locations, Children's Memorial Hospital routinely provides more care to more young people than any other Chicago-area hospital or medical center. in Chicago. Ms. Carona achieved the CFRE CFRE Certified Fund Raising Executive CFRE Circulating Fuel Reactor Experiment (Oak Ridge) (Certified Fundraising Executive) credential in December 2001, and is an active philanthropic leader in Chicago. Foundation Source's managing director, New England New England, name applied to the region comprising six states of the NE United States—Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, and Connecticut. The region is thought to have been so named by Capt. Region, is Fern C. Portnoy. Previously, Ms. Portnoy served as the CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of a private foundation, as well as Director, Major Gifts and Special Projects at New York's Lincoln Center Lincoln Center New York’s modern theater complex. [Am. Hist.: NCE, 1586] See : Theater for Performing Arts. She currently sits on the board of directors of several private foundations, bringing a unique perspective and hands-on experience to her new position at Foundation Source. Based in Philadelphia, Samuel D. Caldwell IV joins Foundation Source as managing director, Mid-Atlantic Region. With over 10 years of experience in philanthropy, including serving as Director of Planned Giving Planned Giving is an area of fundraising that refers to several specific gift types that can be funded with cash or property. These gift vehicles are based on United States tax law. at Children's Hospital of Philadelphia The Children's Hospital of Philadelphia is one of the largest and oldest children's hospitals in the world. "CHOP" has been ranked as the best children's hospital in the United States by U.S. News & World Report and Child Magazine in recent years. and as an industry consultant on planned giving, Mr. Caldwell possesses extensive strategic experience working with high net worth donors and private foundations. "The growth in the private foundation sector coupled with an increasingly difficult regulatory environment has resulted in an ever-increasing demand for outsourced administration and compliance services for private foundations," said Daniel M. Schley, chairman and CEO of Foundation Source. "As the nation's leading provider of outsourced services, with a loyal customer base that now approaches 200 foundations under administration, we are expanding our management team to meet this accelerating market demand with development officers and client services personnel possessing extensive experience in the private foundation sector. We are particularly pleased with Bob's new role and the additions of Beth, Fern and Sam to our senior staff who will be working closely with our strategic partners and their clients across the country to deliver the benefits and peace of mind that accompanies the Foundation Source service." In addition, Foundation Source announces that on August 1, the company is moving into new corporate headquarters at 55 Walls Drive, Fairfield, CT. Corporate staff remains accessible at their current email addresses as well as via the company's 800 number (800-839-0054). About Foundation Source (www.foundationsource.com) Foundation Source is the nation's number one provider of outsourced services for private foundations. The company's full line of services for back-office administration, compliance monitoring, tax filing and online grantmaking relieve foundations of the burden of rules, regulations and paperwork. This frees advisors to focus on providing counsel, while donors and directors focus on giving. Foundation Source markets its products in partnership with leading law firms This list of the world's largest law firms by revenue is taken from The Lawyer and The American Lawyer and is ordered by 2006 revenue:[1]
The brand originated as a United States brand for discount brokerage when TD purchased Waterhouse Securities. and Wilmington Trust. The company is headquartered in Fairfield, Connecticut, with regional offices in New York New York, state, United States New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of , Chicago, San Francisco, Denver, Palm Beach, Philadelphia, Boston and Salt Lake City, Utah For ships of the United States Navy of the same name, see . Salt Lake City is the capital and the most populous city of the U.S. state of Utah. The name of the city is often shortened to Salt Lake, or its initials, S.L.C. . Foundation Source is a registered trademark; Foundation Source Back-Office, Foundation Source Online, Foundation Source Requests and Foundation Source Results are trademarks of Foundation Source Philanthropic Services Inc. |
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