Discover all the services Foundation Source provides for private foundation administration, compliance, tax, and philanthropic advisory.
Everything you need to keep a private foundation running efficiently, effectively, and compliantly.
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.
Get all the benefits of a foundation along with ease and simplicity.
Learn how family offices can free up resources by hiring a third-party administrator for the family foundation.
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Learn how CRTs and CLTs can be used in conjunction with a private foundation to extend family control over these charitable giving vehicles.
Know the rules around paying insiders for their work on the foundation.
Discover how we work with Family Offices