Combining Private Foundations
and Donor-Advised Funds

Sophisticated Strategies for Your High-Net-Worth Clients

Ready to provide your high-net-worth clients with a full spectrum of options to meet their philanthropic and wealth management goals? In our resource, The Best of All Possible Worlds – Private Foundations and Donor-Advised Funds, we look at how combining the two leads to philanthropic and financial synergy.

Complete the form to the right to immediately download this resource. You’ll also get full access to all the informative content on our website.

About Foundation Source

Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts.

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families, and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate, and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants.