eBooks
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 WebinarsVideos
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
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 WebinarsVideos
August 15, 2024
The Many Facets of Family Philanthropy – Webinar Replay
Understanding an enlightening conversation on the many facets of family philanthropy.
On-Demand WebinarsVideos
Understanding the complexities of preparing the Form 990 PF for foundations.
Product Briefs
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 WebinarsVideos
Does your charitable giving maximize the tax benefits of your charitable plans?
White Papers
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…