Client Case Studies
Learn how Foundation Source clients bring their philanthropic visions to life.
Learn how Foundation Source clients bring their philanthropic visions to life.
Get answers to common questions about private foundations.
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.
Understand the critical differences between a private foundation and a donor-advised fund.
Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.
Make sure you understand all the implications before you make an irrevocable choice.
Review these important distinctions before making a recommendation.
Learn how CRTs and CLTs can be used in conjunction with a private foundation to extend family control over these charitable giving vehicles.
Improve your client conversations around philanthropy with these valuable tips.
Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.