Learn how Foundation Source’s online grants management solution streamlined the entire process.
Learn how a Foundation Source client funded a documentary through their private foundation.
Learn how a life insurance policy can extend funding of a private foundation beyond the donor’s lifetime.
Learn how our web-based command center simplifies control, communication, and collaboration among private foundation members.
Compare the tax deductibility of private foundations and donor-advised funds.
Read our proprietary report on clients’ grantmaking behavior and investment performance.
Read three case studies to help financial advisors understand the potential opportunity to help their clients achieve their philanthropic objectives when selling a family business
Discover advanced tax strategies to help private foundations reduce taxes and preserve endowments.
Review these important distinctions before making a recommendation.
Understand the potential pitfalls when completing Form 1023 for exempt status.