Client Case Studies

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Learn how Foundation Source clients bring their philanthropic visions to life.

Detailed Description of Services

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Discover all the services Foundation Source provides for private foundation administration, compliance, tax, and philanthropic advisory.

Foundation Source In Brief

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Everything you need to keep a private foundation running efficiently, effectively, and compliantly.

Private Foundations & Donor-Advised Funds

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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.

Foundation Source Online

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Test drive our web-based command center to help foundations with grantmaking, grants management, charity research, and collaboration.

Foundation Planning Guide

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Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Getting Started with Foundation Source

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Learn how Foundation Source works with wealth managers and financial advisors to help them serve their private foundation clients.