Private Foundation Assets Up 48 Percent Since Recession, Report Finds

To provide additional context to its quantitative data, Foundation Source surveyed 190 clients regarding their perceptions of their investments and advisors. Overall, clients were either "highly" or "mostly" positive about their foundation's performance (93.7 percent) and their relationships with advisors (97.4 percent), findings that were likely bolstered by the market recovery. Still, the survey pointed to three key areas where advisors might add additional value to client relationships. These were: