
Checklists
To help you prep for your next meeting and have a productive conversation, we’ve pulled together key questions to ask your charitably inclined clients. Whether…

Articles
In giving their clients superior service, financial advisors focus on all phases of each client’s wealth trajectory. Yet many overlook the role that charitable giving…

Videos
Watch our minute and a half video on Foundation Source's solutions that deliver Purpose-Built Technology, Philanthropic Expertise, and Administrative Services that help you Power Up…

Demo
Impactfully brings together the best of Foundation Source — administrative and operational expertise and grants management tools in one powerful platform.

Product Briefs
How is your foundation finding the organizations you make grants to? See how Impactfully Select makes it easier than ever to find the right fit.

Checklists
Bring your team together and create an operational map to get you started on the path to maximizing your efforts and increasing your philanthropic impact.

Checklists
Are you using right-sized technology that is purpose-built for your foundation needs? Take this quick assessment to find out.

eBooks
Think you might need a better philanthropic solution, but not sure where to start? Keep this buyer’s guide close as you complete your vendor research.

White Papers
While mission-driven philanthropy is optional for foundations, it’s most effective when it evolves over time. Use this resource to learn about best practices.