Resources

Brochures

Getting to Know Foundation Source

Demo

How To Set Up Your GivingHub Account

Watch a demo of how to set up your GivingHub Account with Foundation Source.

White Papers

Foundation Planning Guide for Advisors

How a Private Foundation Can Help Your Clients Reduce Tax Obligations and Advance their Charitable Giving

Learn how to identify client scenarios where a private foundation may be the right solution for your clients’ planning needs in our guide.

Infographics

Donors Have a Long-Term Mindset and Sense of Optimism Around Charitable Giving

We asked our private foundation clients how they approached charitable giving in 2022 and where they see it going next. Based on 215 respondents, it’s…

Infographics

4 Tax Benefits of a Private Foundation

For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.

White Papers

How to Help Families Make the Most of their Philanthropy

Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity. And…

Product Briefs

Corporate Foundations: Getting Started

The Benefits of Establishing a Corporate Foundation

A corporate foundation provides many unique benefits. It can improve the impact and focus of a company’s philanthropic activities, and at the same time advance…

White Papers

Why Charitable Expertise Should Be Part of Your Practice

Create Deeper, Stronger Client Connections

If you feel like helping clients give their money away is counterintuitive – or counterproductive to - the value you can provide as a financial…

Articles

Philanthropy in Transition

Navigating the Shifting Landscape

In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation about pending tax proposals and…

White Papers

Reducing the Tax Liability of Appreciated Assets

A PRIVATE FOUNDATION CAN PROVIDE SIGNIFICANT TAX SAVINGS SAVINGS FOR YOUR CLIENTS

If you have charitably inclined clients with highly appreciated assets (e.g., real estate, collectibles, artwork), an ideal way for them to retain some level of…

White Papers

Advanced Tax Strategies for Private Foundations

Tips for Reducing Tax Liability and Preserving Endowment Value

Six sophisticated strategies for private foundations to reduce tax liability and preserve the value of their endowments.

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Resource Hub

How a Private Foundation Can Help Your Clients Reduce Tax Obligations and Advance their Charitable Giving

The Benefits of Establishing a Corporate Foundation

Create Deeper, Stronger Client Connections

Navigating the Shifting Landscape

A PRIVATE FOUNDATION CAN PROVIDE SIGNIFICANT TAX SAVINGS SAVINGS FOR YOUR CLIENTS

Tips for Reducing Tax Liability and Preserving Endowment Value