Private Foundations and
Donor-Advised Funds

Critical Differences That May Matter to Your Clients

Before you make a recommendation to your philanthropic clients about which charitable vehicle may be best for them, it’s important to understand the unique advantages afforded by having a private foundation. In our resource, Private Foundations and Donor-Advised Funds, Critical Differences That May Matter to Your Clients, we explore 10 benefits of setting up a private foundation.

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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.