Detailed Description of Services
Discover all the services Foundation Source provides for private foundation administration, compliance, tax, and philanthropic advisory.
Foundation Source In Brief
Everything you need to keep a private foundation running efficiently, effectively, and compliantly.
Private Foundations & Donor-Advised Funds
At the most basic level, the difference between a DAF and a private foundation is the construct, or form, in which each entity is created and operated.
The Benefits of Working with Foundation Source
Get all the benefits of a foundation along with ease and simplicity.
21st Century Private Foundations: Outsourcing for Impact
Learn how family offices can free up resources by hiring a third-party administrator for the family foundation.
Foundation Planning Guide
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Private Foundations & Donor-Advised Funds
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Stretching Family Control Over Charitable Interests
Learn how CRTs and CLTs can be used in conjunction with a private foundation to extend family control over these charitable giving vehicles.
Compensating Foundation Insiders
Know the rules around paying insiders for their work on the foundation.
Your Family Office and Foundation Source
Discover how we work with Family Offices