Resources

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Getting to Know Foundation Source

eBooks

3 Smart Things You Can Do to Manage Risk in Private Foundations

SAVVY TIPS TO SET YOUR FOUNDATION UP FOR SUCCESS

When you have a private foundation, there are different paths you can take to manage its ongoing operations, and the choice you make may influence…

On-Demand Webinars Videos

September 20, 2024

Ask the Experts: Private Foundation Basics for Financial Advisors – Webinar Replay

We'll cover the basics of private foundations, including what they are, the basic requirements for creating and maintaining them, which clients will benefit from creating…

eBooks

7 Reasons to Start a Private Foundation Before the Busy Giving Season

MAKE THE MOST OF YOUR PHILANTHROPY AND SUPPORT CAUSES BEFORE THE HOLIDAY RUSH

While there is no “wrong” time of year to start a private foundation, there are a few things to consider that could best set you…

Reports & Surveys

September 16, 2024

Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving

As the philanthropic sector prepares for the “great wealth transfer,” Gen Z and Millennials will continue to play a larger…

Articles

September 12, 2024

5 Things Private Foundations Should Consider in a Rising Market

KEY CONSIDERATIONS FOR LONG-TERM SUSTAINABILITY

Since reaching its low point in October 2022, the stock market has been on a steady rise. A bull market is always welcome because it…

On-Demand Webinars Videos

August 15, 2024

The Many Facets of Family Philanthropy – Webinar Replay

Understanding an enlightening conversation on the many facets of family philanthropy.

On-Demand Webinars Videos

June 25, 2024

The 990-PF: How to Reap Savings and Avoid Pitfalls – Webinar Replay

Understanding the complexities of preparing the Form 990 PF for foundations.

Product Briefs

Foundation Payroll Services

PAYROLL SERVICES FOR FOUNDATIONS WITH PAID EMPLOYEES AND/OR INDEPENDENT CONTRACTORS

We recognize the benefit of having aligned payroll and foundation management services, and that’s why Foundation Source provides a comprehensive payroll solution that is fully…

On-Demand Webinars Videos

May 9, 2024

Tax Survival Guide: Expert Planning Tips & Strategies For Foundations – Webinar Replay

Does your charitable giving maximize the tax benefits of your charitable plans?

White Papers

Q&A: Experts Answer Your Most Popular Foundation Questions

As experts in the philanthropic space, private foundations and their trusted advisors turn to the Foundation Source team to help guide them through a myriad…

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Resource Hub

SAVVY TIPS TO SET YOUR FOUNDATION UP FOR SUCCESS

MAKE THE MOST OF YOUR PHILANTHROPY AND SUPPORT CAUSES BEFORE THE HOLIDAY RUSH

KEY CONSIDERATIONS FOR LONG-TERM SUSTAINABILITY

PAYROLL SERVICES FOR FOUNDATIONS WITH PAID EMPLOYEES AND/OR INDEPENDENT CONTRACTORS