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Research has shown that high-net-worth and ultra-high-net-worth individuals expect to discuss philanthropy with their advisors as part of a comprehensive wealth management plan. Based on our decades of experience working with philanthropic families, we’ve put together a suite of specialized insights that will help you before, during and after your client meetings. To hear from advisors about the benefits of offering private foundations as part of a holistic practice, watch our video at the bottom of this page.

Preparing For Your Client Meeting? Start Here.


4 Tax Benefits of a Private Foundation

| Infographics
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.

The Advisors Guide to Charitable Conversations with Clients

| eBooks
When advising philanthropic clients, there are three distinct traps for the unwary advisor. Learn how to avoid them and get suggestions for discussing giving.

Private Foundations vs Donor-Advised Funds

| White Papers
We break down two of the most popular charitable giving vehicles, so you can confidently discuss these options and provide helpful guidance.

Foundation Planning Guide for Advisors

| White Papers
Learn how to identify client scenarios where a private foundation may be the right solution for your clients’ planning needs in our guide.

Getting Started with Foundation Source – For Wealth Advisors

| Brochures
Why should my client setup a private foundation? What services does Foundation Source provide? We answer all these questions and more in this guide.

Higher Calling: Using Philanthropy to Connect with HNW Clients

| Infographics
Here’s a look at how tapping into your HNW clients philanthropic interests can help you provide holistic solutions.

Client Meeting Underway? Start Here.


The Truth About Private Foundations

| Infographics
We’re busting the four common myths about private foundations when it comes to setup and management.

Is a Private Foundation Right for You?

| White Papers
Help your clients discover the benefits and considerations of private foundations that go beyond tax savings in this resource.

Frequently Asked Questions About Private Foundations

| eBooks, FAQs
When discussing your client’s charitable interests, questions about private foundations are bound to come up. These helpful FAQs provide the answers to common questions.

The Top 10 Advantages of Having a Private Foundation

| White Papers
Why should your clients give through a private foundation vs. as an individual donor? Here are just a few of the benefits.

Starting a Private Foundation

| White Papers
Offer your clients the gold standard of charitable vehicles with the speed, convenience and flexibility they require.

Getting to Know Foundation Source

| Brochures
Whether your clients plan to create a new private foundation, or their foundation has been in existence for four generations, our services can help.

Client Meeting Over? Start Here.


Giving on the Go with the Impactfully Mobile App

| Demo
See how foundation members are giving anytime, anywhere with the Impactfully mobile app.

Family Philanthropy Checklist

| Checklists
This convenient checklist offers creative strategies and practical approaches to support meaningful and intentional involvement across generations.


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